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The S&P 500 never bottoms before the unemployment rate rises The market is losing momentum, and the yield curve signals a recession ahead A thread 🧵
Insiders are selling BIG time into this rally They are taking advantage of irrational market behavior to offload their stocks. A thread looking at their track record 🧵 https://t....
A major paradigm shift is upon us Inflation has broken out of a 40-year range I believe this shift in regime offers both short and long-term opportunities A thread
Powell reiterated higher for longer at the last FOMC but yields have stopped rising A thread on interest rate divergence
6 continuation patterns that every trader must know A thread
Following a relentless rise since June of 2021, the almighty USD has been struggling recently Here is our framework for understanding what's been driving the USD and where it's he...
“Fed needs to raise rates above the CPI to kill inflation” → widely spread narrative on Twitter Inflation is at 8.3%, meaning the Fed would need to raise an additional 5% aka play...