Thackray’s Newsletter 2025 August
When the market has a 80% probability of a rate cut or better, just before its next meeting, the Federal Reserve almost always cuts.
Read MoreAug 14, 2025 | Newsletters
When the market has a 80% probability of a rate cut or better, just before its next meeting, the Federal Reserve almost always cuts.
Read MoreJul 14, 2025 | Newsletters
Keep Your Eye on the World Ball….
Investors around the world have been myopic in their pursuit of rewards in recent years- focusing on the U.S.
Jun 7, 2025 | Newsletters
The big question – are the rallies after each positive announcement justified, or are the rallies collectively an over-reaction?
Read MoreMay 14, 2025 | Newsletters
Baked into the price is a financial idiom, that refers to the fact that the stock market has already incorporated all of the current news and expectations into the current price.
Read More
