Blogs

291- Macro-Crypto Economy-Fixed Income Investing-News and Charts

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...

290- NVDA, CRWD Earnings-DoorDash Deep Dive -Ethereum Shining Moment-News and Charts

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...

289-Macro Review-INVESTCON-Exuberance In Markets-News and Charts

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...

288-Macro Review-Super Investors Moves-News and Charts

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...

287-Macro Review-Earnings Palooza- Crypto Updates-News and Charts

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...

286-Macro Review-Big Tech Earnings-Portfolio Reveal-Others

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...

285-Macro Review-TSLA, GOOGL- Lam Research Deep Dive-Others

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...

284-Inflation-GENIUS Bill-Investing in China-Earnings-News-Charts-Analysis

Table of Content Warm Up Book I am reading Schwab Meeting Questions from you Capital Market Market continues to climb wall of worry Good CPI and PPI Numbers What’s on front view? Fed independence is i...

283-CHWY Analysis-Markets -News-Charts-Analysis

Table of Content   Market News The most hated V-shaped rally. What’s driving the rally? Quickest Divorce? Robotaxi Rollout – Overrated ? Robotaxis – the differences Insider Buys – Could it give y...