Spectra survey | Wilson contra? | Gupta processing unit (GPU)
Is Mike Wilson a reliable contra indicator
Spectra survey 2024 | ‘Fed Put’ is far out-of-the-money
‘Moby Macro’ survey results. Lessons of 2023 have been learned
SPX stopped-out | Amundi | Outlooks & incentives
Making money for the wrong reasons
US stocks & bonds rally
Fund managers wake up at the 11th month of the year
Sell SPX | Israel intel failure | ‘Hamas Cribs’ at Al-Shifa
S&P 500 overbought on momentum indicator
Market Overview And Trades
Well, I am sure most of you have had time to digest the year-ahead pieces by Wall Street firms. All these pieces attempt to contextualize the recent slowdown in world economic growth and what that means for growth and asset values in 2024.
BoJ | Alan Brazil | Higher for longer
And Brent Donnelly on JPY
Higher For Longer–BOJ Hikes
BOJ Has Not Hiked Rates To Fight Inflation Being At 30-yr Highs Or Yen Depreciation At 30-year Lows
FT on Hamas | Revisiting GSIB vs non-GSIB banks trade
Encrypted comms. How’s our trade doing?
Fake news | Putin cardiac arrest & Wilson voted top Wall Street strategist
Surely it has to be fake news