Daily Alpha · Substack
· Premarket Alpha · by Buzzberg Research
Gaetano called Marvell's investor day bullish, saying optics is doing a lot of the work, and a Rooster Global note expects volatility to pick up after the Fed minutes.
Marvell Raised Its Outlook Again. Must Read!
Marvell Raised Its Outlook Again. Must Read! Optics is doing a lot of the work Wow, that was a bullish Investor Day.
Source →MINUTES OF FED RESERVE MEETING 3 WEEKS AGO
The article argues that the Fed Reserve meeting minutes due at 5am Sydney / 2am Perth will keep portfolio managers largely inactive until release, after which volatility should pick up. The author would prefer prices to remain low into that release, framing the minutes as a tactical macro catalyst rather than a stock-specific opportunity. • Fed Reserve meeting minutes from three weeks ago are scheduled for release at 5am Sydney and 2am Perth. • The author assumes portfolio managers will not do much until the minutes are released. • The author expects a pickup in volatility after the release. • The author says they would prefer prices remain low until then.
Source →Ties That Bind
Ties That Bind Carney stitches together Canadian unity using the thread of energy. “No nation was ever ruined by trade.” – Benjamin Franklin
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