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Michael Kramer
Inflation Probably Not Going Away Anytime Soon By Michael Kramer - Nov 18, 2022

Markets went into a euphoric mood after the CPI report came in lighter than expected last week. While the numbers showed that the pace of inflation might be slowing, it remains just one measure of...

Dylan Banchetti
Eni Looks Cheap but You Can Find a Better Oil Giant By Dylan Banchetti - Nov 18, 2022

Despite great earnings, Eni keeps trading at half the P/E multiple of its peers due to country/political risk Operationally, Eni is doing well but it doesn't have an edge on its competitors If...

Pinchas Cohen
Chart of the Day: Is Tesla Following Meta and Crypto? By Pinchas Cohen - Nov 17, 2022

We have witnessed, and some experienced, the bursting of a virtual reality bubble. The FTX saga is the tip of the iceberg for the virtual currency space. Before this drama, Bitcoin had already lost...

Michael Kramer
Stocks Drop Following Blistering Retail Sales Data By Michael Kramer - Nov 17, 2022

If inflation is cooling, you would never know from those retail sales numbers that came out yesterday. I’m not going to get into all the data, but the numbers were better than expected. One item...

Chris Becker
17.11.22 Macro Morning By Chris Becker - Nov 17, 2022 1

Last night saw Wall Street fall back despite strong retail sales numbers, with the inflationary effect overriding actual consumer sales, while the latest UK inflation print overshot. Amid the...

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