This post originally appeared on February 16, 2023 Mark Rossano and I predicted the problems at the Bank of Japan two months before they capitulated and raised rates. The New York Alternative Investment Roundtable hosted us today to see what we thought has changed since then. You can see the whole video here: https://ny-alt.org/2023/02/15/nyair-episode-90-has-the-forecast-changed/ … Read more
This post originally appeared on February 13, 2023 On Friday, after the close, the US Bureau of Labor Statistics revised the December CPI number. People hoping for a Federal Reserve “pivot” to lower interest rates have been focused on the month to month CPI to get a sense of any short-term change in the direction … Read more
For those of you who would prefer to read this in a nicely-formatted PDF, we have you covered. Just click here: 25 Things to Know About Investing from a Former Wall Street Hedge Fund Manager eBook 25 Things to Know About Investing from a Former Wall Street Hedge Fund Manager The world of finance … Read more
