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Artwork for Stay Vigilant

Stay Vigilant

Richard Excell

Demystifying Finance & Markets

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues195SubscribersRead stayvigilant.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

So What?

After all of the news of the last two week, with speeches at Jackson Hole, economic data, and threatened firings of Fed Governors leading to questions of Fed independence, the odds of a rate cut in September are essentially unchanged at 87%...

3 months ago
11
1

Turducken

The more I read the different interpretations and expectations about the financial markets following the catalyst at Jackson Hole (which I referred to last week in “Fork in the Road) the more the word turducken pops into my head. For those ...

3 months ago
12
4

A fork in the road

Over the last few weeks, in both my Stay Vigilant blogs but also the notes I have shared, I have covered the difference of opinion that exists in the market today. In the past week, both bulls and bears, doves and hawks, have gotten data or...

3 months ago
14
1

Perspective

I spent the weekend in St. Louis, visiting my son, and attending the Chicago Cubs vs. St. Louis Cardinals rivalry series. During the game, the home team Cardinals paid tribute to Ryne Sandberg, a Chicago Cubs Hall of Fame player, who had di...

4 months ago
14
4

Authors

The writers behind this newsletter.

  • Richard Excell

    Veteran global macro & equity long/short investor, current professor Investment Exchange Forum Podcast: https://www.cfachicago.org/podcasts/ Other blog: https://www.cmegroup.com/newsletters/excell-with-options-report-from-rich-excell.html

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