Latest Insights on LLY
Risky Business, Crypto Causalities & Plug Prophesying
January 7, 2022 Great StuffFriday Feedback: The “Risk Tolerance” Edition Welcome one and all to the Greatest Show in Finance!* (* Your results may vary. Terms and conditions apply. See the back of the cereal box for details.) It’s Friday Feedback day here at Great Stuff. Today’s the day that we dive into the Great Stuff email inbox and […]
The EV Boom Is Already HereSteve Fernandez and I discuss what we think is going to happen to the EV industry over the next several years.
Market Update: What We Got Wrong & 2022We’re answering your questions — market, crypto and the spicy 🌶️ — from Twitter and Facebook.
The Fed’s Great SwitcherooThe narrative around the Fed’s increasingly hawkish stance is that it’s reacting to consumer price inflation. That’s part of it, but I’m convinced Powell & Co. are playing at a much bigger game. Ever since the great financial crisis, asset markets have become unhealthily dependent on easy money. Besides exacerbating inequality, artificially inflated asset markets are prone to bubbles and bust. That’s why the most incisive market watchers have been saying for a long time that the Fed’s biggest challenge is to end this dependency once and for all. If that’s what the Fed is doing, how’s it going to affect markets? More importantly, which assets will suffer, and which will prosper?