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Saturday Hark Back - 14 Jan 2023

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Saturday Hark Back

Saturday Hark Back - 14 Jan 2023

US CPI reaction, the BoJ in a pickle and a SBF history lesson

Jan 14
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Saturday Hark Back - 14 Jan 2023

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Capturing the themes of the week when there’s time to digest them.

  • US Core CPI slows for the third month in a row as the Fed looks to slow the pace again

    • MishTalk - How long will high inflation persist

    • Prometheus Research - The Observatory

    • Scott Grannis - Why inflation has declined but economy remains healthy

  • BoJ YCC new cap blown away in a Friday 13th nightmare

    • Japan Times - The BoJ YCC policy shift

  • SBF gives his view of 2022

    • SBF - Pre-mortem 

 

🎧 Education for the ears podcasts
  • RealVision - SBF's account of life

  • Unchained - DCG's dilema: should it sell its GBTC holdings to repay Gemini

 

🥳 To lighten the mood
  • Around the NFL - Wildcard weekend preview

  • Yahoo sports - Derby weekend in the EPL

  • Sportsmole - Napoli v Juventus; 1v2 in Italy


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Saturday Hark Back - 14 Jan 2023

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Maverick Equity Research
Writes Maverick Equity Research
Jan 16

thank you

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borc
Jan 15

also, an interesting sporting event these days is the end of the dakar rally in the motorcycle class, where there are 12 seconds between 1st and 2nd place after 13 stages

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