Best Long & Short Strategies 2024Q3
Update On Current Trade Recommendations
Paul Tucker | Credit Suisse Failure & LOLR
Credit Suisse failure exposes key weakness in Swiss banking regulation
Plenty of Excess “COVID” Savings Left To Support Higher Spending
Loadsamoney. Doin’ up the ouse
Spectra Markets | NFP | Samh Rule | Nvidia
Brent Donnelly on NFP, Kanas Fed and the Sahm Rule ‘mansplaining’
US Economy | Half-Time Score | Trade Signals
Revisiting baseline scenario and risks. Inputs from Goldman, Craig, Brazil, Slok & Krugman
Iran | ICC | China-Russia | UST | MSWM | Bitcoin | GME
Morgan Stanley’s big bet on Bitcoin and a roundup of key global events
Part 1: US CPI | Nvidia | Fund Flows | ChatGPT vs. Gemini
A quick comment on US CPI, retail trading patterns and fund flow data
FT’s Wolf on BoE & Inflation | Part 1: Best Sources on Middle East Politics
Who to follow on Middle East politics, how and why
Digital Inflation | Keynes & Keynes on ‘Useful’ Economists
Tracking digital services inflation. Making economists more useful
SOM | Five Reasons Why 10-year Yields Move Above 5%
Best Long And Short Strategies 2024Q2