Sitemap - 2024 - Oraclum's predictions
The medium and long-term views
What next after FOMC and Trump?
FOMC this week (on a Thursday!)
Important (probably jumpy) week
What's the yield curve telling us?
Expecting volatility before the EOY rally
Earnings season amid heightened vol
The rise of implied volatility
A new upper pin is given for Q4
Gearing up for next week, CPI in focus
Wake me up when September ends?
Jackson Hole debrief: "the time has come"
Are markets pricing in a recession?
Not much from the Fed or the Treasury
Sell off ✅ Rotation ✅ FOMC next.
Amidst a window of weakness, all eyes👀 on earnings next week
Congratulations to the Q2 winners
Shorter week + options expiry = compressed volatility?
Blueprint for the month(s) ahead
Jumpy markets, stratospheric NVDA
ORCA podcast ep #11: Live from SALT
What are earnings and technicals telling us?
ORCA podcast ep #10: QRA made its move. Will the Fed confirm?
In anticipation of FOMC and QRA
Results: markets down🔻, ORCA up ✅
Earnings & sentiment, a review
From 7 cuts to 2 cuts: the paths ahead
Results: slight pause in the bull run
ORCA: using science to predict markets
Results: still riding the bull
The Fed is committed to growth
A deeper correction or buy-the-dip?
ORCA podcast ep #9: To the Moon? Thoughts on the Bull Run and Inflation
A review of the paywall section
ORCA podcast ep #8: brace yourselves for NVDA earnings
Bonds vs Stocks; Macro vs Big Tech
All-time highs, yes, but be wary of OPEX 👀
Results: a great week, despite the turbulence
If you can't beat 'em, join 'em?
Post Fed & Treasury: the trigger is pulled.
ORCA podcast episode #7: One almost done, one to go
Key fiscal & monetary policy decisions coming up
Results: missed the all-time highs (for now)