Weekly Webinar

Table of Content Cold Start What am I reading? Backlog Buyback Checklist Capital Allocation Decisions Options ???? 1. What is the motive behind the buyback? ???? 2. Is the buyback the best use of capi...

Table of Content TradFi Market . Macro CPI report was about in line with expectations Producer price inflation resumed trend lower Tariff Impact Labor Market Cooling Further Fed likely to resume easin...

Table of Content   Cold Start Friday – Tastylive Event Food for Mind TradFi Market . Macro Weakening Labor Market What does softer labor-market data imply for the Fed and bond yields? Bond Market...

Table of Content Cold Start Book : The Wealth Ladder Super Investor Moves Investment in China TradFi Market . Equity Unloved segments showing healthy signs Earnings Nvidia ( $NVDA ) Crowdstrike ( $CRW...

Table of Content Cold Start TradFi Market . Macro To cut or not to cut ! Playbook for Rate Cut (discussed last week) Equity Manufacturing & Services PMI Data Tech Stock had profit taking Walmart E...

Table of Content Cold Start TradFi Market . Marco To cut or not to cut ! Playbook for Rate Cut Equity Chip Sector has an activist player How Jane Street Fooled Dalal Street Fear and Greed Index Sector...

Table of Content Cold Start Questions from prior session TradFi Market Marco Equity Bonds Tariffs Tim Cooked Diplomacy Eli Lilly’s oral obesity pill misses lofty expectations Healthcare cheapest in 25...

Table of Content Cold Start Questions from prior session Should I or shouldn’t I ? Capital Market FOMC Update Nonfarm Payroll numbers Rising Tariffs Fear and Greed Index Sector Performance Buys / Sell...

Table of Content   Capital Market Trade developments: From risk to relief Economy : Doing OK. Not great, not bad All Eyes on Fed Tailwinds to the stock market Speculative mania ? Goldman Sachs: S...