Iran-Israel | Gaza War
Israel finally showing it can be smart by trading strikes against Iran for Rafah operation with US approval
Iran-Israel-US | Gaza | Russia-Ukraine
Whats missing in mainstream narratives on recent conflicts.
US CPI | Musk vs. Brazil | #freespeech | Web 1.0 to 3.0 | AI productivity
Disinformation or disagreeable? A quick comment ahead of today’s US CPI release
SOM | Five Reasons Why 10-year Yields Move Above 5%
Best Long And Short Strategies 2024Q2
US Economy | GS & GSWM | JPM | Iran-Israel | Russia-Ukraine
Geopolitics and macro briefing. Goldman Sachs outlook is alive and well despite higher inflation
FOMC | Merlyn proposed plan for Telecom Italia
The usual FOMC post-mortem and Merlyn Advisors’ plans for TIM
FOMC | BoJ | Merlyn, Telecom Italia Activist Position
BoJ delivers, but markets disappoint. Fed focus preview. Hedge fund take activist position in Italy’s largest telecom provider
US CPI Inflation | Grifols
A preview of US CPI data, expectations and outcomes. 1 year anniversary of SVB failure
Part 4 | What Happens Next In Housing, Inflation And The Economy
Inflation is likely to be episodic as shocks to markets, such as oil and housing prices, push labor to demands higher wages that starts a wage/inflationary cycle
Macro trades | Bad fundamentals, or poor timing and execution?
Finally a couple of trades of a non-technical or statistical nature are lining up nicely. Bad macro fundamentals, or poor execution and timing? The recent underperformance of some macro trades, popular at the turn of the year, does not necessarily signal fundamental flaws;… Become a member to read the rest of this article Username […]