Diary of a Financier

Posts Tagged ‘Demographics’

Top Newsstuffs (April 18-24)

In Bookshelf on Sun 24 Apr 2016 at 06:04

Top reads from the week that was… Read the rest of this entry »

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Top Newsstuffs (March 28 – April 3)

In Bookshelf on Sun 3 Apr 2016 at 05:23

Top reads from the week that was… Read the rest of this entry »

Top Newsstuffs (February 29 – March 6)

In Bookshelf on Sun 6 Mar 2016 at 05:49

Top reads from the week that was… Read the rest of this entry »

Top Newsstuffs (January 25-31)

In Bookshelf on Sun 31 Jan 2016 at 06:26

Top reads from the week that was… Read the rest of this entry »

Bull v. Bear: Checklist edition

In Capital Markets, Dissertation on Thu 21 Jan 2016 at 11:14

I wanted to crystallize my S&P 500 ($SPX) outlook in another edition of Bull vs. Bear, after I downgraded the market to NEUTRAL amidst the rally in December… Read the rest of this entry »

What is Janet Yellen’s Fed thinking?

In Economics on Thu 24 Sep 2015 at 15:29

In addition to global economic entanglement (read: China I & II), Janet Yellen and the Fed’s decision to defer its first rate hike in 9-years must have considered market-derived signals that are troubling for the US growth outlook.  What’s more is that these indicators have reached levels that prompted Fed intervention (i.e. QEs & OT) in prior years… Read the rest of this entry »

Squawk Box (December 22 – January 18)

In Trading Desk on Sat 17 Jan 2015 at 08:59

Here’s my weekly “trade & thought reconciliation”… Read the rest of this entry »

Top Newsstuffs (December 29 – January 4)

In Bookshelf on Sun 4 Jan 2015 at 06:40

Top reads from the week that was…

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Top Newsstuffs (November 24-30)

In Bookshelf on Sun 30 Nov 2014 at 05:53

A vegetarian Thanksgiving dinner with Indians — seems backwards.  Top reads from the week that was…

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Top Newsstuffs (August 18-24)

In Bookshelf on Sun 24 Aug 2014 at 06:00

Maine Street…

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