OnlyFin helps busy working professionals who struggle with investing, make easier and profitable investment decisions without having to read countless reports, by following my actionable monthly insights.
Platform | Substack | Pricing | Freemium | Publishes | Weekly |
---|---|---|---|---|---|
Issues | 16 | Subscribers | Read | onlyfin.substack.com |
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Fire Up the Money Printers
Rate cuts are on the horizon, and REITs are poised for a comeback after three years of underperformance. Markets have likely fully priced in a September rate cut this week with further cuts expected in 2025. With strong balance sheets and r...
###### Source: Bloomberg
Since inflation peaked in late 2022, tech stocks have experienced a remarkable surge, with the Nasdaq nearly doubling from its October 2022 lows, leaving few opportunities for buyers to jump in. However, the recent market correction has pro...
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The writers behind this newsletter.
Macro contrarian analyst combining technical, fundamental, and sentiment analysis on economic indicators, market indices, and FX, to form actionable multi-asset portfolio allocation and trading ideas.
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