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The 40%- Intel Signals the Recession
Intel reports not only a weak 2022 but expects revenues in Q1 2023 to be down a MONSTROUSLY BEARISH 40% from Q1 2022 as well as a more than 20% drop…
The Occasional Speculator
18 hr ago
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The 40%- Intel Signals the Recession
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The Emperor’s (AKA The Fed) New Clothes (AKA Stable Interest Rates)
So Wall Street is sure that the Fed will peak interest rates (Fed Funds) at no more than 5%. Whew!
The Occasional Speculator
Jan 17
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The Emperor’s (AKA The Fed) New Clothes (AKA Stable Interest Rates)
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The Speaker, the Rules, the Scandals
How to Play it
The Occasional Speculator
Jan 11
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The Speaker, the Rules, the Scandals
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How I am Playing Interest Rates
I have (and recommend) three interest rate plays: Buy June 94 Eurodollar puts @ $100 Sell March Euro Bund @ 132.93 - German 10 Year Notes Sell March…
The Occasional Speculator
Jan 1
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How I am Playing Interest Rates
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December 2022
Switch Rumble to Rig
I bought the stockRumble (RUM currently @ $6.01)- because I ‘fell in love’- which is the opposite of what I was successful in beating the market in my…
The Occasional Speculator
Dec 29, 2022
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Switch Rumble to Rig
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Russia Re-Arms
Russia announces a massive military buildup which will take their army from its current 1,000,000 to 1,500,000. This IMHO means that interest rates both…
The Occasional Speculator
Dec 23, 2022
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Russia Re-Arms
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Buy June Eurodollor Put- Protect Against the Panic
‘Those who do not learn from history are condemned to repeat it… Santayana ‘The only thing that we learn from history is that we learn nothing from…
The Occasional Speculator
Dec 18, 2022
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Buy June Eurodollor Put- Protect Against the Panic
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Watergate-> Nixon-> GOP= Twitter-gate->Biden->Democrats
When the Supreme Court in 1974 forced Nixon to confess his cover-up of Watergate, it destroyed not only Nixon’s Presidency; it also destroyed the…
The Occasional Speculator
Dec 11, 2022
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Watergate-> Nixon-> GOP= Twitter-gate->Biden->Democrats
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Pfizer Puts
The extent of the Covid vaccine mandate scandal by the Biden Administration continues to grow fostered by the combination of the profiteers- the vaccine…
The Occasional Speculator
Dec 4, 2022
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Pfizer Puts
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Speculating on Corruption- Avoid all Black Holes
Today’s United States is more corrupt than in any time in its history. Note I didn’t say ‘most threatened’. Twice in the nineteenth century the very…
The Occasional Speculator
Dec 1, 2022
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Speculating on Corruption- Avoid all Black Holes
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November 2022
Friends Ask- Are We Past Peak Dollar and Closer to Quantitative Easing Again?
I was copied on an email which referenced an analysis of global liquidity which asked whether the bull market in the dollar has peaked and does that…
The Occasional Speculator
Nov 17, 2022
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Friends Ask- Are We Past Peak Dollar and Closer to Quantitative Easing Again?
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US Bonds/Eurodollar Puts- The 800 Pound Gorilla
My number one speculation- by far- continues to be looking for a further major rise in interest rates. This I predict will happen as in all markets when…
The Occasional Speculator
Nov 13, 2022
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US Bonds/Eurodollar Puts- The 800 Pound Gorilla
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