Trading Desk Notes For July 16, 2022

“Don’t fight the Fed,” they say, but what will the Fed do? The markets understand that the Fed is determined to cool inflation by raising interest rates another ~125bps between now and December. But then what? The forward markets see the Fed beginning to cut interest...

July 16th Episode

Mike talks about the character flaw that’s producing unfathomably stupid political decisions. All star analyst, Kevin Muir, the MacroTourist, called the stock decline but will surprise you with what he sees coming next. Dr Brian Day on the B.C. Court of...

Coming Up on Tomorrow’s Show

All star analyst, Kevin Muir, the MacroTourist, called the stock decline but will surprise you with what he sees coming next. Dr Brian Day on The BC Court of Appeal’s decision that says yes, patients are suffering, even dying, waiting for treatment but they...

July 9th Episode

Mike talks the high cost of virtue signalling. Contra the Herd’s Benj Gallander weighs in on whether the market has fallen enough to get him interested. A scary Greta Thunberg quote, plus a shocking stat that will blow you away on what you’re really paying...
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