Zaw OoFeb 25, 20233 min readPCE, the preferred Fed's inflation data, ironically put the final nail in the disinflation coffin.Nasdaq and S&P500 shit out another >1% drop yesterday with the Tech sector leading the down move. It was a red overall this week. We...
Zaw OoFeb 21, 20233 min readTrade Idea and Stock Analysis; Homebuilders and LGI Home Inc (LGIH)Overview The Homebuilder sector has rallied beyond rationality solely based on the expectation of the Fed cutting Rates. The majority of...