and asset allocations for the first quarter + bank earnings coming up!
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FAQs on the new program from the Fed to shore up liquidity for the Banks and avoid a Banking Crisis
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A consumer staple with potential tailwinds - High Risk
What we need to see in the macro picture
And a brief market outlook
The Year in Review vs The Year Ahead - Macro, Equities, Bonds & Commodities
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And a few interesting surprises
Increasing signs of a worrisome trend in same day expiring options
and
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A mix of ETFs and Stocks with exposure to China
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A few thoughts on the CVX, XOM and COP - and an oil forecast
The negative wealth effect of crypto will hurt even the people who stayed away
A look at Ally and Credit Acceptance Corp (CACC)
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