Quick notes are short form, timely notes that talk about what’s happening at the moment. These are personal observations and notes, and hint at the things that are on my mind at the moment.
March 16th, 2025: Weekend video binge – Sequence of Returns Risk
Ben Felix, an actual financial advisor, is out with a video about sequence of returns risk, a topic that we covered somewhat Monte Carlo.
January 19th, 2025: Weekend Video Binge – Monetary policy, fiscal policy and central banks
Richard Koo, celebrated economist who has worked in the Federal Reserve and is now chief economist at Nomura Research Institute, joins Adam Taggart in this fascinating and detailed look into monetary policy, fiscal policy and central banks.
December 27th, 2024: Weekend Video Binge
Adam Taggart is out with a fantastic interview with Graham Weaver — professional PE fund manager, Stanford professor and blogger/youtuber.
November 22nd, 2024: Weekend Video Binge
Adam Taggart is out with a fantastic interview with Grant Williams.
June 15th, 2024: Weekend Video Binge
Patrick Boyle is out with another great video looking at what the modern financial system has become.
December 13th, 2023: Dove
PPI came in slightly below expectations, and the Fed goes full dove.
December 12th, 2023: Rabbit’s foot
CPI came in hotter than expected, the exact opposite of what I’ve expected yesterday, yet stocks are up, and my QQQ call spreads made money. Wut?
December 11th, 2023: The Final Countdown
In just a few more hours, we’ll get the latest and final CPI print for 2023, followed 24 hours later by the final PPI print, and on the same day of the PPI print, FOMC rate decisions plus Powell press conference. The next ~40 hours is going to be very interesting indeed.
November 5, 2023: Ho ho ho!
The end of the year is upon us, and as with most years, it appears that the Santa Rally is upon us.
October 25, 2023: Earnings season
It’s earnings season again, and if you’ve read Making moves, you should know that I’m short the market since around early August. What’s next?
September 17, 2023: Weekend video binge – Patrick Boyle, Zeke Faux
If you’ve been reading my writing for a while, you’ll probably know that I am a big fan of Patrick Boyle, a hedge fund manager, college finance professor and youtuber. This week, he interviews Zeke Faux, a reporter who investigated and wrote a social historical book on the crypto scene of the past ~3 years.
August 8, 2023: Making moves
It’s early August, just one month away from the seasonally weakest month of the year for stocks, September. Time to make some moves?
July 15, 2023: Weekend video binge – Michael Cembalest
One of the other JB’s had an interview with the Chairman of Market and Investment Strategy of JPMorgan, Michael Cembalest, touching on a variety of recent themes.
June 25, 2023: Weekend video binge 2 – Economics fact check
Anyone who talks to me about finance/economics, will know very quickly that I’m a stickler for definitions. It’s really annoying (to me) when people misunderstand economic/financial terms, and then applies the finding wrongly, leading to, often, ridiculous results. In that vein, this particular video hits home, and explains why over-simplifying can be dangerous.
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