dawu76/investment-research-notes

Issues

• Digital Ad Spending Slows, but Ad Technology Firms Win | Morningstar

  #92 opened 2 years ago by dawu76
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• $META: Librarian Capital's Monthly Ranked Top Buys | January 2023

  #90 opened 2 years ago by dawu76
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• Americans Have Quietly Deleveraged. It May Explain the Economy's Resilience. | Barron's

  #107 opened a year ago by dawu76
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• Hedge Fund chief sees S&P entering no mans land

  #106 opened a year ago by dawu76
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• The Fed now has no choice but to push the US into a 'hard landing' recession to pull inflation down, strategist says

  #105 opened 2 years ago by dawu76
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• Leaked memo: Meta executive warns employees they’re still “at the whim of Apple” | Recode

  #104 opened 2 years ago by dawu76
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• The Man Behind Pimco’s Great Debt Bet Closes In on His Next Big Trade | Bloomberg

  #103 opened 2 years ago by dawu76
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• Opinion: Don't Be Fooled, A Recession Really Is Coming | ECRI

  #102 opened 2 years ago by dawu76
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• Come Hell or High Water | Fed Guy

  #101 opened 2 years ago by dawu76
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• T1 Alpha Sit-Rep: Fed TGA

  #100 opened 2 years ago by dawu76
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• Inflation is going to get sticky in midyear at around 4% | Fortune

  #99 opened 2 years ago by dawu76
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• Earning Down, Stocks Up? Not as Uncommon as You Think | LPL Research

  #98 opened 2 years ago by dawu76
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• Feds Brainard: We are determined to stay the course on inflation

  #97 opened 2 years ago by dawu76
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• Go With the Flow | Charles Schwab

  #96 opened 2 years ago by dawu76
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• China Re-Opening Is a Mixed Blessing for EM Assets | Bloomberg

  #95 opened 2 years ago by dawu76
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• Economists at Goldman Sachs no longer predict a euro-zone recession

  #94 opened 2 years ago by dawu76
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• Asia stocks on track to enter bull market as China rally extends | Straits Times

  #93 opened 2 years ago by dawu76
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• Fed Reserve FOMC views on interest rates staying high at least into 2024

  #91 opened 2 years ago by dawu76
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• Gold surges to 6-month high, and analysts expect records in 2023

  #89 opened 2 years ago by dawu76
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• $Meta’s Ad Practices Ruled Illegal Under E.U. Law | NY Times

  #88 opened 2 years ago by dawu76
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• Interview with Legendary Investor Felix Grandluckmeister | Price Action Lab Blog

  #87 opened 2 years ago by dawu76
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• Money and Inflation | St Louis Fed

  #86 opened 2 years ago by dawu76
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• Steno Signals #26 - Stealth QE through the back door?

  #85 opened 2 years ago by dawu76
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• Network effects | julian.digital

  #84 opened 2 years ago by dawu76
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• Amazon Advertising Advantages over Facebook Meta | In Practise

  #83 opened 2 years ago by dawu76
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• JPMorgan ETF: Compounding and Covered Calls

  #82 opened 2 years ago by dawu76
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• Housing Crash Continues | EPB Market Update

  #81 opened 2 years ago by dawu76
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• Bond yields to climb 'for the wrong reasons' next year — and it will affect stocks, strategist says

  #80 opened 2 years ago by dawu76
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• Sea Change

  #79 opened 2 years ago by dawu76
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• Inside Meta’s Struggles to Gain an Edge on Apple in AR Race | The Information

  #78 opened 2 years ago by dawu76
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• Pay attention | The Macro Compass: 2022-12-18

  #77 opened 2 years ago by dawu76
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• Bridgewater CIO Jensen says we’re headed for a recession that’s ‘double the normal length'

  #76 opened 2 years ago by dawu76
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• Digital Ads Will Get Crushed in a Recession. Here’s How to Play Them

  #75 opened 2 years ago by dawu76
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• Inflation Was So Bad That It Even Crushed Inflation-Linked Bonds

  #74 opened 2 years ago by dawu76
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• Is it really stocks for the long run? | TEBI

  #73 opened 2 years ago by dawu76
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• Managed Futures & Trend Following - Inside the Black Box

  #72 opened 2 years ago by dawu76
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• ISM and New Orders chart after jobs report

  #71 opened 2 years ago by dawu76
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• Citi: rolling recessions in 2023

  #70 opened 2 years ago by dawu76
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• Morgan Stanley's Mike Wilson predicts double-digit percentage drop in early 2023

  #69 opened 2 years ago by dawu76
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• Short seller Jim Chanos blasts crypto, warns the S&P 500 may plunge 55% | Business Insider

  #68 opened 2 years ago by dawu76
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• Stock and Flow | Fed Guy

  #67 opened 2 years ago by dawu76
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• A Chat With The Top Macro Hedge Funds | Macro Compass

  #66 opened 2 years ago by dawu76
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• Bullard says 5% to 5.25% is the “minimum” officials should raise interest rates | Bloomberg

  #65 opened 2 years ago by dawu76
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• Draining the Repo | The Last Bear Standing

  #64 opened 2 years ago by dawu76
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• Explainer: U.S. Treasury's cash drawdown - and why markets care | Reuters

  #63 opened 2 years ago by dawu76
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• The End of TGA Runoff and Proposed Tapering of QEs Raise 10-Year Yields

  #62 opened 2 years ago by dawu76
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• What is the repo market, and why does it matter?

  #61 opened 2 years ago by dawu76
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• Russell Napier: The world will experience a capex boom and

  #58 opened 2 years ago by dawu76
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• $META initiation | Jonah Lupton Substack

  #60 opened 2 years ago by dawu76
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• Meta is losing billions, but people are making real-life money in the metaverse: 'It's been an incredibly positive experience' | CNBC

  #59 opened 2 years ago by dawu76
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