Jack Forehand
@practicalquant
Excess Returns | SignalBridge Wealth
460 Following 7.5K Followers
New First Principles is out:
@dampedspring is back to break down the Fed hike, inflation, the issuance needed to fund AI capex, why he’s become more positive on bonds and a lot more.
Show more
We are headed into OPEX week so @spotgamma and I are back to take a look at what is going on behind the scenes.
We look at why we may be shifting from an AI driven market to a macro driven one, what Brent is seeing heading into OPEX and a lot more.
Show more
