Arguably the better of two bad options āš–ļø
2
Plus a charted review of the macro crosscurrents šŸ”€
A single trading session won't tell you anything reliable when new risks emerge āœ‹
It may or may not be a bigger deal than what markets are pricing in šŸ¤ž
Plus a brief note on Silicon Valley Bank, and a charted review of the macro crosscurrents šŸ”€
Why are companies still charging high prices for stuff? 🤨
2
Many thanks to the subscribers! šŸ‘
7
New data confirms this persistent trend šŸ“Š
Economic data is 'stronger than expected,' so interest rates will likely go 'higher than previously anticipated' šŸ‘Ž
1
Plus a charted review of the macro crosscurrents šŸ”€
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' 🧐