Fear
If Build Back Better Fails…

If Build Back Better Fails…

If the Biden’s Build Back Better FailsJae’s Corner isn’t here to adjudicate whether or not Build Back Better should be enacted, it’s here to accurately describe some of the effects. While the child tax credit gets the headlines, lower health insurance premiums via the...

If Build Back Better Fails…

Santa vs Everybody

Santa’s Enemies (not advice, dyor)“Normally,” we’d expect Santa’s sleigh to be in full flight. Perhaps he has already done his rounds? Very unclear, very choppy, day to day, let’s take 2 steps back.A. FearI have a question: if everyone is this fearful, how is the...

A Mess Ensued: No Surprise to GH2 UnfilteredThose who have watched GH2 Unfiltered videos (Paid subscribers, duh) about financial markets observed this as it occurred (#MondayMorningQuarterbackingNotAllowed). IT WASN’T THE DIRECTION I OBSERVED (I am agnostic observer), it was the GLUE (correlations among the different asset classes and sectors got screwed up, this was CLEAR: Gamestop/meme stocks, interest rates, crypto, inflation fears).The Pink vs Blue line reversal here is large but the net difference over time limited.

A Mess Ensued: No Surprise to GH2 UnfilteredThose who have watched GH2 Unfiltered videos (Paid subscribers, duh) about financial markets observed this as it occurred (#MondayMorningQuarterbackingNotAllowed). IT WASN’T THE DIRECTION I OBSERVED (I am agnostic observer), it was the GLUE (correlations among the different asset classes and sectors got screwed up, this was CLEAR: Gamestop/meme stocks, interest rates, crypto, inflation fears).The Pink vs Blue line reversal here is large but the net difference over time limited.

A Mess Ensued: No Surprise to GH2 UnfilteredThose who have watched GH2 Unfiltered videos (Paid subscribers, duh) about financial markets observed this as it occurred (#MondayMorningQuarterbackingNotAllowed). IT WASN’T THE DIRECTION I OBSERVED (I am agnostic observer),...

If Build Back Better Fails…

The Homestretch

The Rolling Past 12 MonthsClear what has happened: Russell 2000 (small caps) outperformed by a wide margin (a full year’s worth in 3 months) through March and then nada for 7 months in a row.If you observed this, and understand the idea of mean reversion, what to do...