Saturday Hark Back - 28 Jan 2023

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

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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