Thackray’s Newsletter 2025 December
On December 10th, the Federal Reserve cut its federal funds rate by 25 basis points (bps) and started a quantitative easing (QE) program, buying $40 billion of short-term T-bills per month.
Read MoreDec 21, 2025 | Newsletters
On December 10th, the Federal Reserve cut its federal funds rate by 25 basis points (bps) and started a quantitative easing (QE) program, buying $40 billion of short-term T-bills per month.
Read MoreNov 11, 2025 | Newsletters
Sometimes you just need to hold your nose and “do it.”
Read MoreOct 15, 2025 | Newsletters
Sometimes you just need to hold your nose and “do it.”
Read MoreSep 12, 2025 | Newsletters
The stock market narrative is about to flip
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