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Week of February 3
With volatility comes opportunity.
Feb 2
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Frank
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Week of February 3
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January 2025
Week of January 27
DeepSeek, FOMC, Big tech earnings
Jan 26
•
Frank
5
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Week of January 27
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Week of January 20
The shorts got squeezed now what. Buy the rip? Or wait.
Jan 19
•
Frank
5
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Week of January 20
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Week of January 13
More downside ahead?
Jan 12
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Frank
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Week of January 13
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5
Thoughts in portfolio construction in 2025
Why Active > Passive makes sense
Jan 5
•
Frank
3
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Thoughts in portfolio construction in 2025
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Week of January 6
Dead cat bounce or something more.
Jan 5
•
Frank
4
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Week of January 6
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December 2024
Week of Dec 30
Did the S&P top in December?
Dec 29, 2024
•
Frank
2
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Week of Dec 30
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Week of Dec 23
Santa is squeezing down the chimney.
Dec 22, 2024
•
Frank
6
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Week of Dec 23
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Week of Dec 15
Last FOMC of the year. Its a big one.
Dec 14, 2024
•
Frank
8
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Week of Dec 15
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Week of December 9
CPI week.
Dec 8, 2024
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Frank
8
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Week of December 9
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Week of December 2
Wobble coming?
Dec 2, 2024
•
Frank
7
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Week of December 2
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November 2024
Week of November 25
Turkey week / Back to 6000
Nov 24, 2024
•
Frank
8
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Week of November 25
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