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Kisco Capital Substack

Paul J McCarthy III

My personal Substack

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Substack
PricingOnly free issuesPublishesWeekly
Issues11SubscribersRead kiscocap.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Coming soon

This is Kisco Capital Substack.

2 years ago
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Knocking On The Door Of Resistance

The CPI number reported this week (more below) shows inflation is abating and several Fed Governors have been hinting at only a 25bps increase at their next policy statement on February 2nd. The Fed looks to have pivoted from being concerne...

2 years ago
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The Enigmatic 2023

I hope everyone had a happy and healthy holiday season as we will have the first full week of trading next week. The economic data over the past several weeks has been significant as the Fed tries to avoid a recession while fighting inflati...

2 years ago
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The Hawks Fly

It has been an eventful week as we received economic data on inflation and the Fed signaled a vigilant stance towards inflation despite reducing the pace of rate increases from 75bps to 50bps. The outlook is for one more 50bps increase in J...

2 years ago
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Authors

The writers behind this newsletter.

  • Paul J McCarthy III

    President of Kisco Capital. Former structured products trader.

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