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Alchemist Investment Research

Alchemist Investor

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Alchemist's Weekly Strategy Notes

Besides to strong start to the year in Q1, the biggest inflection point in my mind for this year was the FOMC meeting on March 20, 2024. Whether we agree with Powell’s stance or not, he made it quite clear that he is itching to cut. Just as...

23 days ago
3
0

Alchemist's Weekly Strategy Notes

All throughout this entire post-pandemic macro rollercoaster, we have heard from experienced veterans the now almost cliche saying of “don’t fight the fed”. So why would we?

a month ago
1
0

Alchemist's Weekly Strategy Notes

After hotter CPI and PPI numbers last week, this week in the market is one of those wait and watch moments. When playing in the markets, we seek to execute the most optimal move with the information we have on hand at any given point in tim...

a month ago
0
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Alchemist's Weekly Strategy Notes

One of the most obvious conundrums that have plagued many bears and bulls is how resilient this market is. The place where this is the most obvious is looking at rates. In recent months, the stock/long-duration rates inverse correlation has...

2 months ago
1
0

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  • Alchemist Investor
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