Thackray Newsletter 2022 July
Rip off the bandage – Hike the Fed Rate Fast !
Read More
Author: Brooke Thackray
Thackray Newsletter 2022 June
By now, everyone knows that the Federal Reserve pumped too much liquidity into the system for too long
Read More
Thackray’s Report- Are Investors Partying Before the Hurricane ?
On Wednesday June 1, 2022, JPMorgan Chase CEO Jamie Dimon warned that “You know, I said there’s storm clouds but I’m going to change it … it’s a hurricane.”
Read More
Thackray’s Report- Retail Rollover – Is it the canary in the coal mine?
Corporate profit margins tend to be a regressive time series, regressing back to the mean. At very high levels, it is only a matter of time before profit margins decline.
Read MoreBrooke Thackray
Recent Posts
Investor’s Guide
