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Israel-Iran: The Jugular is Next
"Whether Harris or Trump wins is irrelevant to what comes next: Gold is telling us that after Election Day Netanyahu will go for the jugular."
Oct 30
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The Carter
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Israel-Iran: The Jugular is Next
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Israel-Iran: After Action Report
Disclaimer: For informational purposes only.
Oct 28
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The Carter
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Israel-Iran: After Action Report
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FICC: Buy Oil. Now.
Disclaimer: For informational purposes only.
Oct 28
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The Carter
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FICC: Buy Oil. Now.
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Equities: Moar Cowbell
At the IMF and World Bank annual meetings this week in Washington, deputy Chinese policymakers provided critical guidance for the on-going stimulus…
Oct 26
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The Carter
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Equities: Moar Cowbell
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The Market: Cross-Asset Market Update
Israel-Iran, SPOOZ, Trump 47, and The WOTE Quant.
Oct 25
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The Carter
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The Market: Cross-Asset Market Update
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Equities: China Update
Trump 47 prep and previously unseen (by me) equity market "put" evidence.
Oct 25
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The Carter
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Equities: China Update
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The Market: Four Cross-Asset Market Observations
Israel-Iran. Economic Animal Spirits. SPY Pullback Potential. Bull in a China Shop.
Oct 22
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The Carter
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The Market: Four Cross-Asset Market Observations
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The Outlook: SPX and China
High level equity market thoughts looking out 6-18 months.
Oct 21
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The Carter
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The Outlook: SPX and China
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The WOTE Quant: October 16, 2024
The Waiting Place.
Oct 17
•
The Carter
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The WOTE Quant: October 16, 2024
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Equities: On China QE Watch
Unleashing the "10% of GDP" bazooka.
Oct 16
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The Carter
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Equities: On China QE Watch
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Equities: All Eyes on the Chinese NPC
Big bang fiscal stimulus is very much in the works.
Oct 14
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The Carter
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Equities: All Eyes on the Chinese NPC
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Equities: China’s Stimulus Framework
Mapping out China’s fiscal stimulus framework ahead of tonight’s Ministry of Finance press conference.
Oct 12
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The Carter
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Equities: China’s Stimulus Framework
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