Posts

July Week 4 - The Pavlovian Dip

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Defending Economics; The Pavlovian Dip; And an overwhelming number of updates: #BMY, #SDI, #IGG, #ULVR #FNX, #DUKE & #QTX

July Week 3 - Introducing Adjusted Inflation

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Weekly Review Covering: Everyone's favourite macroeconomic variable; Reducing #GAW - because a punch in the mouth reminds you that you had a plan; and Updates from #BOO, #AAZ, #SRC, #EMIS & #CLIG

July Week 2 - It was coming home, but it went to Rome

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It was coming home, but it went to Rome

July Week 1 - Optimistic Permabear - BS on the way up, BS on the way down

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Optimistic Permabear - BS on the way up, BS on the way down  

June Week 4 - Buy the Dip, but what is a Dip these days?

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Buy the Dip, but what is a Dip these days?  

June Week 3 - Worse of the Worse

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Worse of the Worse  

Volex Preliminary Results - My Take

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Volex - Growth & Margin Expansion & they want you to know about it!

June Week 2 - Inflation Up & Yields down - Oh the humanity!!!

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  Inflation Up & Yields down - Oh the humanity!!!  

June Week 1 - Meme Mania - Would the Real Wall Street Please Stand Up

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  Meme Mania - Would the Real Wall Street Please Stand Up  

May Week 4 - Woe is Me, And What?

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Woe is Me - And What?  

May Week 3- Crypto Schadenfreude, Scham dich!!

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Crypto Schadenfreude - Scham dich!!  

May Week 2 - Boo inflation, Yay inflation, Boo Growth, Yay Growth

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Boo inflation, Yay inflation, Boo Growth, Yay Growth  

May Week 1- Regretting doubting #UPGS

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Regretting doubting #UPGS