Daily Alpha · Substack
· Premarket Alpha · by Buzzberg Research
Capital Flows calls the Fed's hold a policy error, and Gaetano reviews the reported Marvell-Lumentum deal.
Capital Flows argues the Fed's hold is a looming policy error
The post says the Fed's decision to hold rates in a passive stance confirms it is actively ignoring the inflation picture, and that positioning underestimates this policy error.
The author expects market participants to keep downplaying the error.
Source →Gaetano reviews the reported Marvell-Lumentum deal and the Google, Microsoft and Oracle updates
The post covers the reported Lumentum deal, the Google, Microsoft and Oracle updates, SpaceX and Credo, plus MXL, BBAI, ZURA and NXP.
It starts with SpaceX's reported optical redesign and what it could mean for Credo.
Source →Rooster Global Portfolio Mastery Club says it is selling general lithium stocks as they get hit
The post title says general lithium stocks are getting hit, so selling these.
The title ties the selling to weakness in general lithium stocks.
Source →