Fed Attempts ‘Dovish Hike’
The Powell Fed attempts a dovish hike https://t.co/XYtHBM8GNA — Nick Timiraos (@NickTimiraos) March 22, 2023 The Fed today attempted the highly difficult “dovish hike”. What...
Author : Top Gun Financial Planning
Sell The Pop In GME As Its Business Remains In Terminal Decline
The Gamestop (GME) episode will forever have its place in stock market lore – but that moment is over. GME reported 4Q22 earnings Tuesday afternoon...
The Fed Should Pause
There is a tremendous amount of uncertainty and disagreement about what the Fed will and should do on Wednesday. Nick Timiraos provided an excellent overview...
First Republic On The Brink
I have no doubt that First Republic (FRC) is a superior bank. At the same time, any bank under a fractional reserve model is subject...
A Stroll Down Memory Lane En Route To Thunder Valley
Whenever I come back to Sacramento it stirs up all sorts of memories. I came to Sacramento in the Summer of 2003 to study Philosophy...
Inflation Is Dead; Deflation Is At Hand
Inflation is yesterday’s news. The Fed had already crushed it with all its rate hikes and the failure of Silicon Valley bank and its collateral...
FRC Is NOT SIVB
After Silicon Valley Bank (SIVB) failed Friday, its Northern California neighbor First Republic (FRC) was in the crosshairs Monday – dropping 62%. However: FRC is...
The Fog Of War: SIVB, FRC, Fractional Reserve Banking And Bank Runs
If you’re looking for a guru to tell you how everything surrounding the failure of Silicon Valley Bank is going to play out, you’ve come...
Reminiscences Of 2007: SIVB, Bear Stearns And The Fed Decision
As everybody prepares for tomorrow morning’s Jobs Report, I’m focused on Silicon Valley Bank (SIVB) – a small bank that caters to early stage technology...
CPB Is In Its Sweet Spot
CPB is the perfect stock for this market and now represents a nice entry – “CPB Is The Perfect Stock For This Market”, Top Gun...