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With the debt ceiling off the table, the Fed may be more inclined to hike one final time, given inflation is still acting sticky and labor is still strong.
Housing continues to struggle, even worse now that the mortgage rates have flown above 7% again. This will hurt the demand even worse than what has already been a difficult housing market.
Bonds have started to see dramatic increases in volatility due to equity markets surging. Traders are looking for the best form of safe money and right now, with rate probabilities of further increases going up, bonds demand goes down.
Crude: All eyes on OPEC next weekend. We don't expect big moves before then.
Oil Products: Gasoline cracks are trading at one of the highest premiums over distillates cracks for this time of the year.
This week, we elaborate on different plays and tickers from last week and the weeks prior. Among others, we are taking an in-depth look at NDQ / DXY / SUI / APT and INJ.
This week we explore emotional regulation. We will discuss why this is important and how to achieve regulation if it has not yet been acquired.
This week we learn to mean Zarzuela, paired with a Chardonnay.
Current Portfolio Allocation
PRIVATE EQUITY: 18%