A Walking Gentleman

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Macro Blues and FX Woes
Macro is dead, long live the US Fiscal Spend?
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A Walking Gentleman
The AI Gold Rush is Alive
During the Californian Gold Rush in the early to mid 1850s, there was huge migration of prospectors seeking their fortunes mining and tinning for Gold…
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A Walking Gentleman

April 2024

US Deficit not about Interest Rates
CBO Projections highlight blended rates bottom out.
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A Walking Gentleman

March 2024

A Time to Short, a Time to Weep?
Turn! Turn! Turn!
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A Walking Gentleman
Update 2 on Short Trade
Unfortunately this 2nd short trade went against me and the Stop Loss was triggered being 50% of the profit of the last successful short of Qualcomm. So…
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A Walking Gentleman
My 2024 Prediction Scorecard
Just where are we coming to the end of Q1? (Free Article)
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A Walking Gentleman
Update on my Short Trade
Update from yesterday's post
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A Walking Gentleman
1 Day, 2 Trades, €8k and 1 Trumpet
This is behind an €8 p/m paywall given its content. Free articles will still be provided.
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A Walking Gentleman

January 2024

Year of the Dragon
Chinese New Year is coming, but what does it mean for the Hang Seng?
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A Walking Gentleman
2

December 2023

Who cares about the Past? Its about the Future
Time to make some 2024 predictions
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A Walking Gentleman

October 2023

Trick 'RRP Treat
Give Treasuries something nice to eat.....
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A Walking Gentleman
4

September 2023

Waiting for Godot Knows Who?
Irish Commercial Real Estate and that Beckett Building...
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A Walking Gentleman
2
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