Bridgewater & AI | Elon-Zuck fight | Alan Blinder
Bridgewater co-CIO discusses the use of AI and large language models for investing.
Buy S&P Puts—Equity Rally Overdone
My last piece on buying S&P puts
Druckenmiller | De-dollarization | PMI | Options market
Summary of NY Fed conference on de-dollarization. Options market technicals for month-end
Market contras | Elon-Zuck betting odds
Market contra-indicators bulled up at the top of S&P 500 range
Weather | Why the Wall Street thesis is flawed
Why Wall Street strategists keep missing forecasts
SCMP- China stimulus | GS on family offices
A couple of unconventional ideas for China economic stimulus. GSAM report on the fast-growing group of family office clients
CPI | US Equities | Market technicals
Momentum indicators suggest S&P 500 is close to overbought territory.
Still bullish US equities | Higher bond yields?
Investors’ positioning suggests higher USD interest rates on the long-end of the curve is the direction of most pain.
Crowd sourcing | Can US stocks rise further?
We open it up to our audience to build our investment thesis from hereon.
Part 1 – Trading legends | Markets update
An updates on markets and the first part in the people who have influenced us the most.