Muhammad Wahdy
Muhammad WahdyPortfolio manager, views are my own, retweets are not endorsements, etc.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 36 | Subscribers | Read | wahdycapital.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Fed shifts to Neutral --> Markets Rally
Jay Powell opened the Jackson Hole Symposium this year discussing labor market and employment trends. Markets interpreted Powell’s remarks as leaning dovish, despite his neutral framing. Equities rallied (S&P +1.5%), Treasuries bull-steepen...
FOMC Recap & Thoughts into Q2
The FOMC met this week and left interest rates unchanged, left their guidance for interest rates unchanged, and adjusted their economic assessment of US growth.
FOMC - Dovish Guidance, Hawkish Comments
Recap: Federal Reserve cut interest rates today by 25bp citing solid growth, a moderating labor market, and better-but-rangebound inflation rate. While the FOMC’s employment and inflation goals are roughly in balance, they see economic outl...
Election Update - Positioning & Posture
A quick update on what seems to be an election result favoring Donald Trump:
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Authors
The writers behind this newsletter.
Portfolio Manager & Tech analyst covering the intersection of Hardware, Software, and Internet. Building Wahdy Capital LP into a leading global tech investor. Views are my own.
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