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Saturday Hark Back - 28 Jan 2023

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Saturday Hark Back

Saturday Hark Back - 28 Jan 2023

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

Jan 28
17
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Saturday Hark Back - 28 Jan 2023

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

  • EM inflows continue at near record pace … 

    • FT - Investors pour money into emerging markets at near-record rate

  • But it’s not all good news after Adani share sale is hit by Hindenburg Research report:

    • Ashenden Finance - Adani exposed? "A large, flagrant fraud in broad daylight"

  • Will the Fed manage a soft landing or recession lite that is currently being priced by the mkt… ?

    • RIA - A “Soft Landing” Scenario – Possibility Or Fed Myth?

  • The US housing mkt has flipped from Boom to Bust in 6 short months…

    • The Last Bear Standing - Boom to Bust

 

💡 General topics of interest
  • USD smile which was first touted by an ex-colleague of mine:

    • Macrodesiac - Why the USD is so weak

  • Arthur Hayes because he’s always such a good read:

    • Arthur Hayes - Bouncy Castle

  • Potential financial market turmoil ahead:

    • Wintersberger - For whom the bell tolls

  • Coaching and Education:

    • The Alphamind Newsletter - The Power of Reviewing Your Trading Principles?

 

🎧 Education for the ears podcasts
  • Macrohive - Phil Suttle on Fed murdering expansions and bond worries

  • Unchained - Why Grayscale is suing the SEC over its denial of a Bitcoin ETF

 


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The information provided in this post is for general information purposes only. No information, materials, services, and other content provided in this post constitute solicitation, recommendation, endorsement or any financial, investment, or other advice. Seek independent professional consultation in the form of legal, financial, and fiscal advice before making any investment decision.

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Saturday Hark Back - 28 Jan 2023

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