Financial Landscape

gtc traders weekly note bias not bets

Weekly Note of April 10, 2024: CPI and PPI Predictions – Don’t Know and Don’t Need to Know

Brief Thoughts on Markets, Commentary, Global Macro / Economic, GTC Feature, GTC Weekly Note / /

“All analysis (of binary events) in the end? Is bullcrap” – DTG Maxim

This is the morning of April’s CPI and Core Inflation release. As stated many times, we don’t really ‘believe’ in predictions. We don’t know the future, and we don’t need to know the future. At the same time, we form general macro-economic thoughts? Why? How?

Weekly Note of April 10, 2024: CPI and PPI Predictions – Don’t Know and Don’t Need to Know Read More »

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

Brief Thoughts on Markets, Commentary, Global Macro / Economic, GTC Feature, GTC Weekly Note / /

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 »