This week was the biggest earnings week with mega cap techs reporting their quarterly performance. We will do deep dive into earnings from META, Microsoft, Alphabet (Google), Amazon, Apple, General ...
We review the latest CPI numbers and how it impacts the economy. Then we discuss the fixed income instruments - iBonds and Treasury bills. Later, we review the "trend following" investing style and ...
Today's session is focused on Treasuries. Recent downturn in stocks has lured many investors towards safer instruments. So we review whole 9 yards on Treasuries - Bills, Notes and Bonds. Where to buy...
Bank of England and Bank of Japan has been onto something that we didn't expect. BoE pivoted and started buying Govt Bonds. Will US Fed also pivot? Is Warren Buffet the smartest investor ? Or is th...
Markets are in the grip of bears, so what's next? Predictions from some of the most respected names in the wall street. Will it pan out? Review of how to use Indices in your portfolio. How to use th...
We cover the standard part - Macro Overview , S&P Sectors review, News, Charts etc. Then we spend a lot of time understanding the basic concept of Money. This is the long rad of Lyn Alden post on "W...
Macro Overview , hawkish Fed and warnings of superbubble Next we review how dollar is sending inflation throughout the world because of Dollarized Economy From there, we come back home and review ho...
Macro Overview , impact of Fed chairman speech after Jackson Hole summit Then we review "Sum of the parts" valuation for Amazon from multiple analysts Finally, there's deep dive on Annuities - its t...
Review of portfolio of one of the greatest investor/trader of our times - Stanley Druckenmiller. Then we deep dive into his biggest position - Coupang.