Market peeps love talking about yield curves, steepeners and flatteners and pretending they're real things. Most people don't know this, but they're fake. Totally made up...
Screening and filtering stock lists has been quite rewarding for us in 2023. Can 'low priced' momentum stocks run next?
Markets love Goldilocks. Everything just right. Not too hot, not too cold. Not too hard, not too soft. Just... Optimal. Stock markets head higher, bulls make money and all is right with the world. Until the bears come home and eat Goldilocks (or set her on fire)...
Sweden's GDP data was an absolute stinker. GDP fell by 2.4% YoY. So is this a big flashing neon warning sign for other countries, or unique to Sweden?
The Fed no longer see a recession in our future, just a nice gentle slowdown. BlackRock's even entertaining the possibility of a 'full employment recession'...
"The truth is that I enjoy getting it right and want to share that feeling..."
Barbie & Oppenheimer. Two huge blockbusters absolutely raking it in at the box office. Why? Saturation.
I can't believe this is happening, the market's so irrational! Nah. This imperfection is perfectly rational mate. Maybe you just need to cope a little harder...
