Goldman Sachs | DJ D-Sol is at it again
Still defying his own experts without much to back his views… sigh!
NVIDIA | Friends Of Jensen Get Chips
The rest have to get in line. Apple’s big push into AI
Part III: Positive Housing Fundamentals Like the 70s
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Arm AI | Alan Brazil | Reemergence of A Wage-Inflationary Cycle
What happens next in housing, inflation, and the economy. SoftBank’s Son vindicated with big bet on Arm
Is the Fed politicized? | Russia-Ukraine
Is the market ahead, or are they behind? A change of military strategy for Ukraine
Housing Steepens the Curve In Soft Landing, Fed Steepens It In A Hard Landing
Housing steepens the curve in a soft landing, Fed steepens it in a hard landing
GSWM outlook 2024 | Are US equities expensive?
How did they do in 2023? US preeminence is still the theme
Best Long & Short Strategies 2024Q1
Best Long & Short Strategies 2024Q1
Block (SQ) | Grifols SA | Gotham City Research Fraud Allegations
Quick short summary of the Gotham City report. Unlike the Hindenburg short-sell piece on Block (SQ).
SURVEY Matrix | Upgrading Wilson to NEUTRAL from Underweight
Macro & bootstrapping, market rules of grammar