Tuesday, November 17, 2020

retail sales light, but bus inv solid build for XMas & housing doing well ...

 amazon in pharmacy business

TSLA in SP500, although they are still figuring out how to fit it as its too late and too big to bring in the index; may have to displace many as its mkt cap weighted; Elon makes $$$12B ON

at

No comments:

Post a Comment

Subscribe to: Post Comments (Atom)

Warsh created a great first impression [on me] ..!

Kudos to him and a great start on the new job .. with the shortest statement possible.. and giving up on providing forward guidance .. direc...

  • you don't need to be a PhD in economics ...
    to solve an economic problem ... & there are 100s of PhD working at Federal Reserves forecasting an inflation in future due to tariffs ....
  • CPI came benign ...
    either folks are not buying imported stuff which also helps the trade deficit - two birds killed with same stone .. obviously energy being l...
  • Too late .. Fed chairman ...
    his argument is that the forecasters are modelling based on projected tariff as called by Trump ... & if you are using the numbers used ...