Even though we had a great week last week (up over 4%), there will be no detailed results this week, just a quick survey reminder:
We’ll do a two week review next Tuesday, alongside a new podcast discussing the implications of the CPI coming up on Thursday and PPI on Friday. It’s looking to be another interesting week, particularly in light of last week’s events.
With that in mind, a reminder that our podcast section is now part of the newsletter:
We recorded it last week just before the Fitch upgrade, and then followed up with a quick analysis over the weekend.
Was Fitch the catalyst for a longer sell-off? For bonds, to some extent, but for equities we feel that the proper signal is more likely to come this week after the new inflation reports. We will follow them with great attention. So should you.
Enjoy the week!
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DISCLAIMER: Neither the survey nor any of the contents of this website can act as investment advice of any kind. The results of the survey need not correspond to actual market preferences or trends, so they should be interpreted with caution. Oraclum Capital, LLC (Henceforth ORCA) is a management company responsible for running the ORCA BASON Fund, LP, and for organizing a survey competition each week, where it invites the subscribers to its newsletter (this website) to participate in an ongoing prediction competition. The information presented on this website and through the survey competition should under no circumstances be used to solicit any investment advice, nor is it allowed to be of commercial use to any of its readers. The survey and this website contain no information that a user may use as financial or investment advice. All rights reserved. Oraclum Capital LLC.
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