Really like your articles analysis with lots of facts--raw data.
Do you use other economic indicators: from OECD, or IMF? It seems they provide very different conclusions regarding world wide recovery pace. OECD is more in line with CFNAI, but IMF is telling that U.S. will recover first, have a better GDP than Europe that posted in WSJ.
How can we fnd out when fed pritn money? Could you explain more about that "This is proof of concept that fresh money in the hands of select (read elite) players, moves stocks, regardless of the reported fundamentals. This price action is not investing; it’s not even speculation. It is front-running hyped media.." Does that mean that govement is buying to stablize the stock marlet? Thanks.
This Recession Ain’t Over [View article]
Do you use other economic indicators: from OECD, or IMF? It seems they provide very different conclusions regarding world wide recovery pace. OECD is more in line with CFNAI, but IMF is telling that U.S. will recover first, have a better GDP than Europe that posted in WSJ.
The Great Reflation Continues [View article]
Could you explain more about that "This is proof of concept that fresh money in the hands of select (read elite) players, moves stocks, regardless of the reported fundamentals. This price action is not investing; it’s not even speculation. It is front-running hyped media.."
Does that mean that govement is buying to stablize the stock marlet?
Thanks.