Tag: The Fed

• 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.

  David Pinsen

  November 1, 2022

  Economics, Hedging, News, Politics, Security Selection

  DRV, The Fed, TMV, TTT

• Underwater In A Bear Market?

  

  An aggressive portfolio including hedged bets on higher rates continuing for the next several months.

  David Pinsen

  October 17, 2022

  Economics, Hedging, Security Selection

  DRV, Inflation, interest rates, SOXS, SRS, The Fed, TMV, TTT, WEBS, YANG