Equal Weight vs Cap Weighted S&P 500

The end of QT is near (signals from SOFR RRP spreads)

We want to hear from you.

AMD is ripping

Who owns the $26 Trillion US treasury market?

Sudden spike In SOFR warns that maybe QT will stop sooner than expected.

We still like China.

XOM at a good risk/reward.

Goldman thinks the magnificent 7 will under-perform the 493 in 2024. We disagree. lol to showing a linear scale chart from the dial-up internet era.

Some random data-mined chart.

Return always wants its risk payment.

NOT INVESTMENT ADVICE. Only for entertainment.

Enjoy the alpha.