Brief Thoughts on Markets

gtc traders weekly note bias not bets

Weekly Note of March 13, 2024: CPI and Core Inflation Stickiness, the NVDA Trade … and ‘What Else?’ Stock Market Rally

Here in the week of March 13, 2024; we review the NVDA trade we’ve been wrapped up in as of late; as well as thoughts on Inflation and this bull run in Equities …

Weekly Note of March 13, 2024: CPI and Core Inflation Stickiness, the NVDA Trade … and ‘What Else?’ Stock Market Rally Read More »

gtc traders weekly note bias not bets

Weekly Note of December 10, 2023: Gambling on Inflation and FOMC Letting the Clock Run Out in 2023

We are approaching the end of 2023, but this week in particular has two important things on the calendar to watch out for. Though at the moment? I’ve sort of checked out for the month truth be told.

Weekly Note of December 10, 2023: Gambling on Inflation and FOMC Letting the Clock Run Out in 2023 Read More »