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Archive of entries posted on January 2019

Don’t fight the fed. Old adage. Stick with tech. And … You must read the review of Howard Schultz book

Two happy fed decisions: + No more rate increases for a while. + No more selling treasurys off the Fed’s balance sheet. I won’t bore you what all this means — except it’s restrains the dollar (hence good for exports) and it stops sucking liquidity out of markets. Amazon reports earnings after the bell tonight. […]