Self-taught macro. Building frameworks from scratch and logging the full journey in public and the slow work of getting better at seeing the world clearly.
I’m self-taught. No finance background. Just building frameworks from scratch, writing them down, and logging the process, the clear days and the confused ones. The goal isn’t to look certain. It’s to keep the mind ready for the moment something finally makes sense.
@DaddyEfosa217@dammiedammie35 Bro lets be honest with ourself, this is rubbish.
JESUS was the representation of God on earth, nothing like this occured during his time, even the woman with the issue of blood touch Jesus cloth, only Jesus noticed it.
One French budget.
One wider bond gap.
One weaker euro.
Here's what it means, how to track it, and the dates to watch for the next leg
https://t.co/gjSRNzeno7
Yesterday, I gave out the thinking framework of how to engage the FOMC meeting and the effects
Today they played out as layed out
Dollar strengthened
Gold weakened
Follow me on substack for more information like this
https://t.co/38TtRXvXRH
Just as i was stated
Unanimous vote for a hike signals credibility and commitment to fighting inflation
Dot plot also shows where most FOMC members see rate by the end of the year and next year and they see it higher than 4%
That equals dollar strength
Everyone's trading Wednesday's FOMC like the rate decision is the story
It's not, that part is already priced in
The real trade is in 3 things:
The vote split
The dot plot and
How Warsh handles unscripted question.
Broke it down here 👇
https://t.co/LSTR9lkKM7
@PutKih8tic@josephwang There is no consequences but it disqualifies the rumor that the treasury is trying to cap the rise in yields. Also shows that some boldholders believe that inflation is still going to be higher and sticky, they expect yields to rise further hence they refuse to sell now