October 2024

We Tried to Warn You

Michael Salvatore

In This Digest:  The China stimulus trade unravels (for now)…  Here’s how our stock-picking genius rates the top Chinese stocks…  A massive divergence between…

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Three Big Signs of a 2025 Inflation Wave

Michael Salvatore

A lifelong Floridian’s hurricane reflections… Dispelling the compelling narrative of “crisis investing”… One yield curve measure is back to “normal”… Why a no-landing economy is back on the table… Tomorrow’s big event and an inevitable change to daily life…

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China’s Stimulus Bazooka Sure Did Its Job

Michael Salvatore

Chinese stocks are incredibly overbought… The shocking jobs report shuffles the deck… Rate cuts may be slower, but they’re still inevitable… Where the Big Money is placing their bets… In less than two hours, Luke Lango tells the real self-driving story…

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