Regarding the Powell comment, he may not be a strong decision maker, but they aren't fighting inflation either. They don't want rates to be close to the CPI. What they want is to burn government debt with high inflation and this is the best time to do it as they can blame the inflation on external forces.
what a tremendous anal. I read a clear anal biased on FED and key shs , not mentioning (too clear) position/pressure of politics on JP. u r wise, leaving this feeling/perception up to the thoughtfulness of ur readers. perfect.
Hi tic, it’s interesting that you mentioned the FED is keep buying MBS in their balance sheet and it helps the inflation up, can you tell us more details on this view?
Thank you Tic, we are eternally grateful for your guidance. A sincere request since its a historic week, if you could please provide intraday updates when you see something significant on tape. We don’t want to be caught pissing against the wind for too long.
Great insights.
Tic, if ES goes down can gold decouple and go up? Usually big sell in both and then decoupling... you think bottom may be in in gold?
Absolutely agree with this thesis.
Any update on $NEM? Getting killed.
Thank you for your analysis.
Regarding the Powell comment, he may not be a strong decision maker, but they aren't fighting inflation either. They don't want rates to be close to the CPI. What they want is to burn government debt with high inflation and this is the best time to do it as they can blame the inflation on external forces.
Thank you Tic! Have a good week.
what a tremendous anal. I read a clear anal biased on FED and key shs , not mentioning (too clear) position/pressure of politics on JP. u r wise, leaving this feeling/perception up to the thoughtfulness of ur readers. perfect.
Hi tic, it’s interesting that you mentioned the FED is keep buying MBS in their balance sheet and it helps the inflation up, can you tell us more details on this view?
Thank you Tic, we are eternally grateful for your guidance. A sincere request since its a historic week, if you could please provide intraday updates when you see something significant on tape. We don’t want to be caught pissing against the wind for too long.
Thanks Tic!
Tic 🔑
‘’the FED on account of it continuing to buy MBS” what mbs stand for!? 🙏
Amazing Weekly update, thank you!
IMO $TSLA will run to 900-1000 before the split...
Tic we also have a bunch of cpi reports from europe etc
And pce friday
Put your seat belts on this week gonna be a wild one.