Fed Policy, Stock Market – Nowhere To Run, Nowhere To Hide by CSInvesting
The story of Fed policy and the stock market.
When it comes to finding future business champions, Warren Buffett and Charlie Munger have really excelled over the past seven decades. Q3 2021 hedge fund letters, conferences and more One could argue that these two individuals are some of the best growth investors of all time, thanks to their ability to spot companies like Coca-Cola Read More
Here is a brief update on the action in the stock and bond markets. In Wednesday’s trading, the stock market initially declined sharply and the action was accompanied by a frenzy of short-covering in treasury notes across the maturity curve (see Tuesday’s comment on the outsized speculative net short position in 10 year notes. Similarly large speculative short positions are also extant in shorter maturities).
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