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Raoul Pal
3 Weekly Charts That Make You Go Hmmm... By Raoul Pal - Mar 14, 2023

In this piece, we’re going to run through some of this week’s important data releases and give our initial thoughts on the recent collapse of Silicon Valley Bank.Let’s dive right...

Thomas Hayes
VideoCast - Hedge Fund Tips with Tom Hayes   By Thomas Hayes - Mar 10, 2023

Hedge Fund Tips with Tom Hayes – VideoCast Article referenced in VideoCast above: This week I watched the classic film “Barbarians at the Gate” for the first time. It stars James...

James Picerno
Median U.S. GDP Estimate for Q1 Ticks Slightly Positive By James Picerno - Mar 09, 2023

Several indicators are flashing recession warnings for the U.S., but the median estimate for economic activity in the first quarter leaves room for doubt about the timing.After dipping slightly...

Jesse Felder
Uncle Warren’s Inflation Warning By Jesse Felder - Mar 08, 2023

Warren Buffett recently published his latest letter to shareholders of Berkshire Hathaway (NYSE:BRKa) and, if you haven’t done so already, I encourage to go read it along with all 45 that...

Michael Ashton
The Powell of Positive Thinking By Michael Ashton - Mar 08, 2023

Yes, Federal Reserve Chairman Powell was very hawkish in his Congressional testimony on Tuesday and Wednesday. He clearly signaled (again) that once Fed overnight policy rates reach a peak, they...

James Picerno
The Best Solution for Reducing Recession-Risk Noise By James Picerno - Mar 08, 2023

US recession risk is high unless it’s not. After months of conflicting signals from various business-cycle indicators, debate and disagreement reign supreme in the land of nowcasting and...

Michael Lebowitz
Fed Needs to Speak Loudly Because it Carries a Small Stick By Michael Lebowitz - Mar 08, 2023

The big question facing the Fed is whether they should increase the Fed Funds rate by 25bps or 50bps on March 22, 2023. If Jerome Powell cared for our advice, we would tell him to take the opposite...

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