by Giza Capital Research | Oct 2, 2023 | Blog Posts
A recent bet by Bill Ackman, which effectively bets against long-duration Treasuries, has garnered attention from the investment community. It seems counterintuitive that when all the signs point to a recession in the USA, one may assume that betting against...
by Giza Capital Research | Nov 8, 2022 | Blog Posts
Listen to this Post by Giza Capital Research https://gizacapital.com/wp-content/uploads/2022/11/TheJoker.mp3 “Nobody panics when things go according to plan, even if the plan is horrifying.” – The Joker Currently, market participants/watchers are...
by Giza Capital Research | Nov 6, 2022 | Blog Posts
Listen to the Post by Giza Capital Research https://gizacapital.com/wp-content/uploads/2022/11/FlatEarth.mp3 Many in the investment community are anxiously staring at the abyss of the Bear Market and looming liquidity-crunch-induced global recession; but there is A...
by Giza Capital Research | Nov 6, 2022 | Blog Posts
Listen to this Post by Giza Capital Research https://gizacapital.com/wp-content/uploads/2022/11/MS-WM.mp3 Morgan Stanley Wealth Management recently published “On the Markets: Selective Navigation, Not the Chase,” detailing their views on selecting certain...
by Giza Capital Research | Nov 5, 2022 | Blog Posts
Listen to this Post by Giza Capital Research https://gizacapital.com/wp-content/uploads/2022/11/DollarGold.mp3 An increasingly hawkish Fed leads Giza Capital to believe that the Fed has made defending the relative strength of the US Dollar in global stagflation its #1...
by Giza Capital Research | Nov 3, 2022 | Blog Posts
Listen to this Post by Giza Capital Research https://gizacapital.com/wp-content/uploads/2022/11/HawkishFed-AudioFinal-1.mp3 The gist of Today’s FOMC Meeting Press Conference: “Let me say this, it is very premature to think about pausing. ” –...
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