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db cover photo dec 1 2022

Dec 2

Daily Brief - The pivot that saved Xmas

Yesterday Powell pivoted: the Fed will consider a slower pace of hiking from December. Markets rallied hard and he saved the Santa rally (hopefully).

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Dec 1

Daily Brief - How is your pension fund doing?

With the 2022 decline in bond prices, even the Fed is reeling from losses on their giant QE holdings. And speaking of which, how is your pension fund doing?

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Nov 30

Daily Brief - A mega margin call?

The holy grail of trading is an indicator that can perfectly time market inflection points. It doesn’t exist, of course (though TLI comes pretty darn close).

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Nov 29

Daily Brief - What if earnings growth turns negative?

It’s been quite a comeback. U.S. stocks have mounted a big turnaround amid expectations the Fed’s hiking pace could slow as soon as December.

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Nov 26

Friday Edition! (Nov 25 2022)

The Friday Edition is here! Check out the latest TLI values and an interesting piece about a newly introduced subscription service at Mercedes Benz.

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Nov 25

Daily Brief - How do stocks perform after Thanksgiving?

In the last five years have stocks been flat in the month after Thanksgiving? The chart below shows you the 1M-forward seasonality for S&P 500.

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Nov 24

Daily Brief - Burry is so short

Like a lot of specs, the manager of ‘The Big Short’ fame is big short the market. And no we're not talking about his physical height. That might have an impact.

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Nov 23

Daily Brief - Are stocks worth the risk?

Inflation looks to have peaked and the economy is showing signs it’s slowing down. Meta at 2x book might even be value, so why isn’t everyone buying yet?

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Nov 22

Daily Brief - Why are investors so giddy?

Investors and economists are not often right about their economic predictions, but they may be this time.The most anticipated recession appears to be unfolding.