I think it's fair to say that the "inflation trade" is now out in the open.
Within a few months, we saw a pivot from "it's transitory" to food riots in multiple countries.
And you know what?
It seems to …
I think it's fair to say that the "inflation trade" is now out in the open.
Within a few months, we saw a pivot from "it's transitory" to food riots in multiple countries.
And you know what?
It seems to …
As you may know, Elon recently built up a 9.2% stake in Twitter, and was offered a board seat if he agreed to stop buying. He turned it down because he wanted the freedom to buy more…
And then …
Before we get into the meat of this week’s Market Primer, a quick heads up:
Last week, I held a free class discussing key market-moving events happening now — including inflation and war — and how to trade them going …
The past year’s been one geopolitical blunder after another.
You've got the botched Afghanistan withdrawal, the proxy war in Yemen…
And finally, the Russia-Ukraine war in Eastern Europe.
In each of these cases, some participants drastically underestimated the costs involved …
When politicians open their mouths, you might think it's all lies and should be ignored.
I get it. I understand the sentiment completely…
But I don't think that's the best way to view it. If you listen closely enough, you …
SPY
SPY Chart
The markets saw a little more of a giveback this week. We were keying the 448 level to start the week — and while we did crack through it, buyers started to show up in force at …