Iran-Israel | Sahm Rule Again
A catalogue of failed policies and repeat mistakes…
US Jobs | BTPs | Current Views Appraisal/Update
Calling the market right, but for the wrong reasons
FOMC | Hamas | Iran | Sahm Rule | US polls
The Fed rumor mill and Sahm rule concerns
S&P 500 | Still Looks A Little Cheap If Earnings Growth Continues
After the rally, S&P 500 still looks a little cheap if earnings growth continues
“AI Bubbles” | US Economy & Election Polls
AI/Big Tech sell-off to last? Polling nightmares and uncertainty for Republicans
US Economy | Eurozone | Israel-Hamas
A brief update on current themes and outlooks
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’