Macro News

    Welcome to “Head Fake Thursday”

    I’ve been asked a few questions this morning about the decline in equity markets and the initial market reaction to the newly approved and...

    Accelerating Inflation Causes Sell-off Ahead of Earnings Season: Jan. 11, 2024

    Market players are shedding risk assets in response to this morning’s big increase in the Consumer Price Index, which significantly exceeded expectations and sparked...

    Consumer Sector Review: 1/11/24

    Foreign Auto Bar Bell Approach: When comparing the two Japanese auto giants there really is not one. We touched on this yesterday in our Consumer...

    An Uncomfortable Expose of Insider Trading with TipperX

    When he saw the name TipperX beneath CNBC’s scrolling headlines, Tom phoned his contact at the FBI. “Am I TipperX? Is that me on...

    What Generative AI Means for Investors with Adam Butler

    Generative AI, the technology behind ChatGPT, is probably the most rapidly developing technology we have ever seen. In this episode, we dig deep into...

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