It takes hours of research to complete my detailed earnings breakdowns and upon reflection, the time it takes to put this into a digestible format
Category: Macro Economy
Bessent vs. Powell: Who’s Right on Markets and Policy?Fed Chair Jerome Powell remains hawkish, warning of tariff-driven inflation and dismissing the notion of a “Fed
”In Q1, we accomplished an industry first: simultaneously changing over production lines across all factories for the world’s best-selling vehicle4 – the Model Y. The
Robinhood’s ($HOOD) recent “Lost City of Gold” event has triggered widespread concern among SoFi investors. However, is this anxiety justified, or is it presenting a
I’ve been investing for a large part of my life and I’ve never seen negative sentiment like this before. Not even during the most recent
Macro Economic Data Releases: Monday Not much to talk about today. Manufacturing low for Dallas, but it spends more time in contraction than in expansion
Macro Economic Data Releases: Monday Not much to talk about today. Tuesday I’m never focussed much on manufacturing but the service data for Richmond came
Macro Economic Data Releases: Monday Nothing of interest today in the data. I didn’t bother with JP because he’s been talking so much lately, everyone