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"it's like steering an oil tanker", is what they say. What did Powell expect, by wanting "more evidence"? Now has to make a sharper turn with 50bps. Shld've cut sooner 25bp & control the narrative, so that mkt/businesses don't get ahead of themselves thinking inflation fight is over. Fed was late in leaving rates low for so long, now late the other way.
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I think the major banks' balance sheets are stronger and not weighed by toxic assets this time. Of course, we don't know what's lurking beneath, but it would appear that it is the small poorly managed banks that are most at risk. I don't think there will be systemic contagion this time, but Fed needs to rein in a little to prevent panic.
Are Banks on the Edge of Another 2008-Style Precipice?
The FED is walking a tight rope between keeping up momentum to fight inflation Vs over tightening, which could lead to recession. The indicators that they use as guidance are lagging. The most prudent way forward is to have small increments in rates and analyse the effect of the initial aggressive tightening. Powell faces pressure from the senate comm., who in turn must deal with populist politics. It points to a 25bp hike next. There is always the option to scale up again if needed.
If they changed the name from Bing to something else, anything else, I might give it a try. I personally find "Bing" annoying and it conjures the image of Steve Ballmer ...🙈
Microsoft Adds New Bing to Windows Computers in Effort to Roll Out AI
Insightful
As Roads Split in 2022 Stocks, One Trade Made All the Difference
The committee should have listened to Bullard much earlier
Markets "Underpricing" Chances of Higher Rates in 2023, St. Louis Fed's Bullard Says
Not Apple fanboi but does musk think people owe him a living? There're several considerations b4 a business commits it's advertising dollars & be hasn't made it any easier to make that commitment.
Elon Musk Calls Out Apple and CEO Tim Cook
Lies, lies and more lies. Lads, it's the Daily Star
Manchester United Shares Jumped Another 18%, up More Than 68% This Week
Nice. redeeming the 1st tranche allows room for growth in the stock price which together with dividends must be aimed at restoring investor confidence w/o over committing.
Singapore Airlines Is Redeeming The First Tranche of MCBs – Is That Good For Shareholders?
Agree with the view. Not rushing in now, just profiting from the rally in small amounts.
SPY: Bear Market Rally Or A Major Bottom?
Just goes to show that many people put confidence in musk himself and not in the fundamentals of the company.
Tesla Stock Won’t Stop Dropping. Here’s How Low It Could Go
He obviously doesn't think that it would take a lot of his time to run the company.
Elon Musk Says He Will Be Twitter CEO
Crypto winter is coming
Dogecoin Surges, Bitcoin And Ethereum Prepare To Soar: A Look At The Cryptos Into The Weekend
Ok
Apple Stock: The Big Tech Winner Has an “Attractive” Risk-Reward Profile, Says Deutsche Bank
High likelihood of 75bps. Already criticised for not dealing with infl sooner, they would lose more credibility if they misstep now. Infl not likely to have dropped drastically from>8% last month.
Nice work putting it together
All Major Semiconductor Stocks Remained Red in Morning Trading, With Taiwan Semiconductor Manufacturing Falling Over 4% and Qualcomm Falling Over 3%
Was waiting for it to cheapen
Why Is Palantir Stock Outperforming the Market Today?
KO
Continued Consolidation Anticipated For Singapore Stock Market
Ok
Singapore Stock Market Expected To Remain Rangebound
I've so far been wary of going long. At the right price, I would long delta
Alibaba: The Charlie Munger And Li Lu Divergence
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