Policy Implementation and Potential Investment Risks
1
We've just closed the first half of 2022 and what a year it has been in the markets! We've broken records across Equities, Bonds, and even Commodities…
The Chinese Economic Backdrop
1
Beautiful Turnaround, The Market Correction by Goldman Sachs, Lennar Earnings,
10
2
Blood in the Streets; Retail Sales Tanking, Earnings season coming to a close; Tough times ahead
12
A few updates and thoughts on the FOMC meeting
17
The bears are growling; Global Macro; CPI and Fed Meeting; Stay away from growth stocks
15
What the consumer really looks like as we head into a recession
12
2
Welcome to another issue of the Weekend Edition and happy June! Thank you to all who’ve read and subscribed to the newsletter this week! Here’s what we…
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5
The Weekend Edition will continue to remain free
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5
Bear Market Rally; The Contrarian Podcast; Key Earnings Metrics
18
2
Inventory-to-Sales Ratio, Retail earnings
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2