My mantra is simple and what drives my Macro-To-Micro trading style: Policies lead economy. Credit leads equities. And Volatility reprices everything.
My Gone Fishing Newsletter is divided into basically three parts:
- Reflections and Inflections
- Sector Watch
- Macro Considerations
New Fed Inflation Mandates This, just in: Fed Seen Holding Rates at Zero for Five Years in New Policy Fed looks likely to keep short-term interest rates near zero for five years or possibly more Fed expected to tolerate faster inflation, lower unemployment Fed is expected to seek an inflation rate that roughly averages 2% […]