Arguably the better of two bad options βš–οΈ
2
Plus a charted review of the macro crosscurrents πŸ”€
A single trading session won't tell you anything reliable when new risks emerge βœ‹
It may or may not be a bigger deal than what markets are pricing in 🀞
Plus a brief note on Silicon Valley Bank, and a charted review of the macro crosscurrents πŸ”€
Why are companies still charging high prices for stuff? 🀨
2
Many thanks to the subscribers! πŸ‘
7
New data confirms this persistent trend πŸ“Š
Economic data is 'stronger than expected,' so interest rates will likely go 'higher than previously anticipated' πŸ‘Ž
1
Plus a charted review of the macro crosscurrents πŸ”€
Let's talk about GAAP earnings, non-GAAP earnings, and operating cash flow 🧐
4

February 2023

'Over time, it takes just a few winners to work wonders' 🧐