The Occasional Speculator

Home
Archive
About
NewTopDiscussion
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
So Wall Street is sure that the Fed will peak interest rates (Fed Funds) at no more than 5%. Whew!
The Occasional Speculator
How to Play it
The Occasional Speculator
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

December 2022

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
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
‘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
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
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
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

November 2022

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
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
© 2023 The Occasional Speculator
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing