TPW Advisory Friday Musings: Two Steps Forward, One Step Back
Trees don’t grow straight to the sky do they? So why would one expect stocks to just keep soaring after one of the more aggressive 3 month moves in...
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On The Art Of Macro Portfolio Construction
Global macro and markets are a gigantic puzzle that will always fascinate investors and lure most to believe that in the end we can put all the...
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Earnings: are positive surprises over?
The rebound in the second half of March it has already been forgotten by the market. The principal equity indices are going down again, and the...
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How To Trade This Market Eruption
Markets have moved sharply year-to-date, and in one clear direction: short Cathie Wood and Bitcoin, long cyclicals (banks & oil)
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Ishare 20+ Year Treasury Bond Etf (TLT - Nov 15th 2024 $100 ) - Wednesday, Apr 17, 2024
Consider purchasing Nov 15th 2024 calls with a $100 strike price for TLT as a hedge against inflation and US debt concerns Analyst behind...
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