Diary Week 64: Donala

Diary Week 64: Donala

It finally seems like markets may be shifting away from Geopolitics to politics with just 16 days to until the most important Presidential election of our lifetimes (Again- It seems like that rhetoric has been "trotted out" consistently for nearly the last 10 years.)

I am not going to devolve into political opinion on this platform as I think we all know that has become a "no-go" area in American discourse. (I am an American citizen FWIW)

However, it does feel like the "Trump" trades for want of a better word have started to gain traction.?Below I give a few brief thoughts on that.

Read full article at https://shoe-fitz.rjobrien.com/donalla

要查看或添加评论,请登录

Tom Fitzpatrick的更多文章

  • Diary Week 83: Has Jay (And The Fed) Got The Blinkers on?

    Diary Week 83: Has Jay (And The Fed) Got The Blinkers on?

    I cannot help feeling that I have "Seen This Movie Before" As we look at the message from the Fed it seems clear that…

    5 条评论
  • Diary Week 82: The Financial Bible-Book Of Revelations

    Diary Week 82: The Financial Bible-Book Of Revelations

    Last week I put out a detailed piece about my Financial Bible - The US 2's 5's curve which you can read again here- IF…

  • Diary Week 81: The Magnificent 7

    Diary Week 81: The Magnificent 7

    In this instance I am not referring to the Group of seven stocks that have essentially driven US Equity markets but…

    5 条评论
  • Diary Week 80: The Death Of Inflation

    Diary Week 80: The Death Of Inflation

    In late 2021 in my last life (with Citi) we had a trader and strategy meeting where I was articulating the view that…

    2 条评论
  • Cycle For Survival

    Cycle For Survival

    On1st March Ruth and I are riding for Cycle For Survival again for the for the 6th year. In the past we have…

  • If The Shoe FITZ: Good (or maybe bad) Charts To Watch In The Week/Weeks Ahead

    If The Shoe FITZ: Good (or maybe bad) Charts To Watch In The Week/Weeks Ahead

    Another tumultuous week in Financial markets (Get used to it. It is not ending anytime soon) So, what charts look…

  • Diary Week 79: “Lies, damned lies, and statistics”

    Diary Week 79: “Lies, damned lies, and statistics”

    The phrase is often attributed to Mark Twain, who said he got it from British Prime Minister Benjamin Disraeli…

  • Cycle For Survival

    Cycle For Survival

    ? ??MATCHING FUNDS HAVE ALMOST RUN OUT- You can still donate and see your donation matched $ for $. No amount too small…

  • The Final Countdown

    The Final Countdown

    Our favourite Jeopardy Champion :-) Mark Fitzpatrick, has made it through to the Tournament Of Champions Semi-Final. It…

    2 条评论
  • IF The Shoe FITZ: I've got A Feeling....

    IF The Shoe FITZ: I've got A Feeling....

    That tonight's gonna be a bad night, that tonight's gonna be a bad, bad night. IF early signs in the market are any…

社区洞察

其他会员也浏览了