Sitemap - 2021 - The GRYNING Times
Everything UP - Fuel for Stocks
Wall of Worry: 3 down, 1 to go
Central Bank's in Unison; Growth - Value Rotation
Fed - faster end of QE & 3 rate hikes.
Rate Liftoff Projections; May, March or June?
Inflation Assets - a follow up on March's note
Will it extrapolate to Double Digits?
Oil Prices an Economic Linchpin
Oil - Self-fulfilling Cycle (6 month follow up)
Infrastructure Bill - Does it get across the finish line?
From Powell to Brainard, via Inflation.
Irrationality reigning supreme?
Small Cap's Moving, Rate Hike Sooner
Risk On & perhaps some Hedging
Fed as Expected, Summer Rate Hike.
"Climate Crisis" paid by Global Currency Devaluation?
Value Stocks - Not Happening Yet...
Does the Fed have Incentive to Kill Inflation?
The potential promise of price stability?
Risk-On with Energy Leading the Way
$JPM Delivered - Bank's Are Cheap
Fed - Winning on Unemployment. Price Stability?
NFP - a Good Report / Lower Unemployment.
The Play - Economic Pain to Fiscal Spending.
Bitcoin & CBDC's in co-existance
Side With Policy, a Dip to Buy
Bullish = Accomodative > Tapering
Profit Taking followed by Dip-Buying
Housing - Cut the Intervention
Is Evergrande a Systematic Risk?
Bearish Labour & Return to Office
Wages are Sticky - 7% Annualised!
NFP Likely Down, Stocks Likely Up
Housing to Slow, Economy to Run
Liquidity vs Bonds & US Resolve
Earnings Continue to Beat, Inflation Continues to Rise
A Booster Shot for the Economy
Base Effects & Bottle Necks = Transitory???
No Surprises; $GS $JPM $BAC $WFC
The case for Higher Asset Prices
S&P earnings growth at 64% - To Be Beat
The Realisation of a Boom-Time Economy
Inflation, Gold & Value Outperformance
Retail Sales Ahead of Inflation
Bubbles & Central Bank Digital Currency
Treasury Market = Confidence & Stability
Trasuries to come out Unscathed...again
$QQQ - a peak beneath the surface.
$6 Gas & Clean Energy - self-fulfilling cycle
Bubbles & Fractals; $SSE, $BTC, $TESLA, $LBS1
Inflationary Moves - $BTC & $XAU
Inflation is not (yet) a risk...
Big Tech - 17X Pre Pandemic Growth
A Primer for the "Climate Summit".
Increasing Deficit a Good Sign
Floating Higher on a Sea of Liquidity
Excess Liquidity = Excess Behaviour
Suez Canal - adding to Inflation
Tesla - Buy the Rumur, Sell the Fact.
Oil - easing pressure & building a moat
Bond Vigilantes Vs Operation Twist
Has Operation Twist Already Begun?
CB's & OpEx - subdued week ahead
Inflation: Yields Up Assets Up
Q1 & Q2 Earnings Projections to be Crushed
Scarcity of Supply Chain Goods
$2 Trillion on top of 75.6% Capacity Utilisation
Suprise to the Upside - Returns, Inflation and Yeilds.
Inflation Expectation's Lagging
Import & Export Data - the Drivers
Yield Speed for Stock Stability
Record High's for Presidents Day
Congressional Budget Office - Key Takes
Since Everyones Talking About It - Gamestop
Microsoft, 8 Quarters of Betat
World Economic Forum - Whats Next?
Build Back Better - From Record Highs?
A Softer Tone, A Stronger China
Big Banks Earnings...As Expected
Increased Risk - Hot Inflation