The Fed Doesn’t Care About The Midterms
The Democrats have been predicted to loose all year, so the Fed knows it won’t get blamed for this one. It will get blamed for interference in 2024 if it doesn’t finish tightening before then. All the more reason to lean hawkish now.
Netflix Returns To Our Top Names
Netflix returns to our top names. Why the company may have a couple of tailwinds. What it’s inclusion in our top names says about near term market direction.
What Comes Next In The Ukraine War
General Armageddon speaks about the coming battle for Kherson. Plus an update on fading the rally.
Underwater In A Bear Market?
An aggressive portfolio including hedged bets on higher rates continuing for the next several months.