Inflationary pressures persist even after supply chain issues have been rectified as this will “take time.” Services inflation still elevated & labor market tight. (We already knew this) Supply Chains Have Healed Yet Their Mark on Inflation to Endure https://bloomberg.com/news/articles/2023-02-26/supply-chains-have-healed-yet-their-mark-on-inflation-to-endure…
This woman is a gem. She’s amazing! So honored to call this genuine, super smart woman a friend @NeelyTamminga knows her consumer behavior and eco like no other! Listen, learn, and subscribe @TheROShowPod ! https://youtu.be/2uvKmpUJjus
Recency BIAS & application to market: Buy the Dip It has worked RECENT 13+ yrs during expansionary phase (low rates & high liquidity) but this time period is contractionary. The way this policy changes now is through CRISIS. Don’t fall for Recency BIAS.
Recency BIAS & application to market: Read More »
PCE January 2023 PCE 5.4% Y/Y, +.6% M/M vs +.2% last moCORE PCE 4.7% Y/Y, +.6% M/M vs +.4% last mo Remember FED watches CORE PCE closely. RISING M/M significantly and FED Watch tool reflecting NO CUTS now in 2023! (finally!) FED FUND FUTURES at 525-550 bps with NO
It is always about the change. What is the pattern of the change that we see? Is there noise or do we see a consistent pattern emerging? Looking at CME FED Watch Tool which has been significantly effective in predicting the FED’s rate hikes, we are witnessing a change to higher. In the chart we
It is Changing to HIGHER Rates Read More »
I am long $ON – great company with good fundamentals. (reduced position sizing) Why did they propose a private offering of $1.1B of conv senior notes? To repay up to $1.086B of exist outstanding indebtness under $ON term loan “B” Facility which “ACCRUES INTEREST AT FLOATING
I have been asked…what next with Series 65 – Investment Adviser? Already filed for my own IA. Yes, of course! I am serial entrepreneur…Did you really think I was just going to “hang” my license somewhere? Been CIO of a privately held investment company for many years.
When I see $TWLO running after a series of BAD earnings and this:• Company beats REDUCED estimates for Q4.• Q1 revenue guidance BELOW expectations.NOT good. Earnings decline & mirage of lowering then beating then lowering again.Short squeeze & very irrational.Beware!
You make YOUR money when you BUY! There are many ways to buy shares, why not receive premium until you get your price? Selling PUTS is a strategy I utilize to1. collect premium for income 2. buy shares < current price FREE access to read more… https://rosannaprestia.com/article/382093
You make YOUR money when you BUY! Read More »
I am loving #VWAP thanks to the amazing @alphatrends & his new book and loving @Barchart for adding this great feature. Always on cutting edge! Will be using Anchored #VWAP for market analysis on my trading & investing website! Thanks @Barchart
I am loving #VWAP thanks to the amazing Read More »
