
Author's articles


CPI Game Plan - 09.05.2023

Weaker Than Before

FOMO Dip Buying

Let That Sink In

Hawkish Surprise

Fed Ambush

Way Too Narrow

Squeeze Into AMZN

META and Dip Buying

Back to Banking and Consumer

Risk-off Approaching

No Fear Recession

ISM Liquidity Bets

Follow Through Time

First Swallow

Sucking in Buyers

Inflation Forcing the Fed

Banking vs. Recession

PPI vs. Fed

CPI Fireworks Told You

CPI Fireworks Ahead

Why More SPX Upside

NFPs Expectations

Job Market Spark

Recession Trades to the Rescue

Grinding Up, Grinding Still

Quarter End Or More

That Slow Grind

Less Suspect Grind

Suspect Grind

Second Thoughts

Cuts Aren‘t Bullish

Correct Positioning

Doubting ot Not

Powell to Deliver

Precious Metals Are Clear

Banking Game of Chicken

The Squeeze - 17.03.2023

Turning Heat On

Recession Trades

It‘s Just Liquidity

Head Over Heels

Gift That Keeps Giving

One Step Backwards Now

Another Hawkish Win

Powell Speaking

Stocks Game Plan Till FOMC

That Bostic Move

Once Again Fine

Traps, More Traps

The Countdown

Recession Anatomy

Even Higher Terminal

Fighting the Fed

Breaking Key Support

Fuse Has Been Lit

Fed and Rates

Stagflation, Finally

Hawkish Realization, Finally

That CPI Spike

CPI Game Plan

The Flip

Breaking the Range

Trend Still Up

Second FOMC

Soft Landing, Really?

Welcome, Correction

The Bonds Challenge

Hawkish Or Not

Wake Up Call

Big Week Ahead

No Rocking the Boat

More Defence

Slow But Not Slow

Smelling Fine Opportunity

Bulls Waking Up

Changing Bias

More Hopium

Tail Risks Emerging

Hawks and Surprises

Dialing Back Fears

Less Tightening Win

Turnaround Tuesday

Sense of Reality

How About a Bounce?

Tough Inflation Stance Still

Banzai CPI and Fed

That Santa Sleigh

Why Bulls Cheer the Coming Hit

Telltale Sign

The Dog That Didn‘t Bark

Slight Risk-off Pause

Those Damn Swaps

Finest Opportunities Ahead

Powell Delivered

Raging PMs

Powell Ahead

Wildcard In
