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
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
Become a member to read the rest of this article Username or E-mail Password Remember Me Forgot Password
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).