Stocks are on the rampage, the soft landing is here, and everything is awesome.
BoC pricing is starting to make a bit more sense but it could keep going.
Analyzing the add/delete setup for AMZN and WAB.
It looks to me like the USD is ready to rock higher again.
Looking at how NVDA does or does not matter for macro.
And some other stuff.
A variety of topics today including this week’s calendar, the Fed, Nikkei, AUD, GBP, and USDJPY.
A 13D research piece on the negative externalities of smartphones and social media.
Talking about MOF intervention. I was thinking 160/162 would be the new 150/152 but now it looks more like we might not get past 154 before the MOF comes in.
My lean is strong CPI and I like USDJPY higher on that view.
I feel like some kind of missionary for the headline data because so many analysts are looking past uniformly strong US data in an attempt to find danger below.
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