Weekly Note of April 3, 2024: What is Going on “Now”?
Here in the week of April 2, 2024, we discuss predictions, complexity and the Bitcoin Crypto markets …
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Brief Thoughts on Markets
Weekly Note of March 25, 2024: The START of a Stock Market Bubble?
Here in the week of March 25, 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 25, 2024: The START of a Stock Market Bubble? Read More »
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 4, 2024: Breaking Your Trading “Rules” Can Be a GREAT Thing
Here in the week of March 5, 2024, we review one of our trading ‘rules’. And sometimes when you break a trading ‘rule’? It’s a great thing …
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Weekly Note of February 26, 2024: I Don’t Know and I Don’t Care
Here in the week of February 26, 2024, we review that the Structural Inflation Thesis is NOT a “Inflation” or “Market” prediction. And you don’t need to care
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Weekly Note of February 21, 2024: Abbreviated Week to Begin Waiting
Here in the week of February 21, 2024, we review where we have come from in our thoughts on Inflation, and our thoughts moving forward …
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Weekly Note of February 12, 2024: Inflation Data on Deck
Here in the week of February 12, 2024, we receive a host of inflation data that will affect markets.
Weekly Note of February 12, 2024: Inflation Data on Deck Read More »
“Read the Report”: “All Time Highs”, FURU ‘Predictions’ and the PARA Trade (PREVIEW)
We said the market could go much higher 7 months ago? Was that a prediction? And what of the rationale behind the PARA trade?
“Read the Report”: “All Time Highs”, FURU ‘Predictions’ and the PARA Trade (PREVIEW) Read More »
How Do You Trade a Bubble?
Continuing with these ‘Stream of Trading Consciousness’ entries we are having here at GTC Traders. Lately? I have been thinking about “Bubbles”. How do you trade a bubble? Is there a stock market bubble?
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Weekly Note of February 5, 2024: Focus on Cutting Rates into All-Time Stock Market Highs
For the week of February 5, 2024, we follow the proceeding FOMC, comments by the Fed Chair both in the Press Conference and on “60 Minutes”, there is a focus on when the Fed will be cutting rates …
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