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Economy

New Indicator Suggests 40 Percent Chance US Is in Recession

“This is because it does a great job of acting as a leading indicator—this allows us to play like Wayne Gretzky and ’skate to where the puck is going to be' rather than where it’s at now.”
Vijay M Sep 2, 2024

Vijay on NTD TV (WATCH): EU Regulators Try to Shake Money Lose from Apple

Full Disclosure: LONG: $AAPL 🤑 European Commission Accuses Apple of Violating Digital Market RegulationsThe European Commission has found that Apple’s App Store rules violate the European Union’s Digital Market Act (DMA) by preventing developers from “freely steering” consumers to alternative channels, following an investigation. Under DMA rules, developers who
Vijay M Jun 23, 2024
The Fed’s Wrench (and how it’s going to change everything).

The Fed’s Wrench (and how it’s going to change everything).

Rates matter--perhaps more than anything else in capital markets...
Vijay M Oct 18, 2022
Inflation Isn’t Confusing; Really!

Inflation Isn’t Confusing; Really!

Why John Oliver (& the rest of the media) is Wrong on Inflation Inflation is a huge and dangerous problem; but not one he seems to  understand.  In his funny, but shockingly uninformed take on inflation; he lists greed, Biden, Putin, and supply chains as the culprit behind inflation.  If
Vijay M Oct 18, 2022

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