Daily Alpha · Substack
· Midday Alpha · by Buzzberg Research
Nonconsensus argues improving employment and >4% headline inflation set up a meaningful hiking cycle.
Nonconsensus says improving employment and >4% headline inflation solidify a meaningful hiking cycle
The post says the above-expectations inflation print first priced some modest probability of a 50bps December hike and then dragged down financial asset prices.
A hiking cycle creates a risk to asset prices for an economy highly reliant on continued rallies.
Watch The December Fed decision and the odds of a 50bps hike.
Source →Rooster Global Portfolio Mastery Club announces a double-weighting buy in NVDA
The post title calls for a double-weighting buy to NVDA tonight; no entry price, target or weighting percentage is disclosed.
It signals a direct increase in NVDA exposure.
Source →Doomberg asks whether a premature Fervo IPO will lead to an alternative-energy mauling
The post questions the timing of a Fervo IPO, asking whether rushing it will lead to an alternative-energy mauling.
It flags IPO timing risk for Fervo.
Watch Fervo's IPO.
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