Long With A Caveat
The decision was made last Tuesday after the close to cover our short positions on the following day's open right as...
Ali Meshkati
Investor Positioning Is Way Off Going Into Wednesday’s FOMC
No pivot. Powell raises rates. Conditions continue to tighten. Risk comes off. That is where we end up Wednesday. All...
The Confidence Game In The Nasdaq That Has Everyone Convinced
There is a confidence game taking place on Wall Street right now. Most everyone is presently convinced that lower...
QE Is A Selling Opportunity As We Head For 3700
In late March 2020, when the entirety of the investment world determined that the next Great Depression was imminent...
Here Is The Call Going Into Tomorrow’s Job Report
We are in for a string of hotter than expected economic reports, starting with the jobs reports tomorrow morning. At...
Intra-Week Market Update Preview: Going Over The Various Data Points Today That Suggest The Next Leg Down Of This Bear Move Has Arrived
After nailing the market reaction to Powell today, we discuss the ramifications of what occurred in today's market,...