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James E. Thorne — sniff.trade

James E. Thorne

1 episodes · 2 trades · 1 speakers

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@DrJStrategy

1mo

Rough notes on Warsh Fed meeting. Kevin Warsh’s first meeting as Federal Reserve chai…

IDEAS · 2

SP500LONGWarsh Fed is permissive for financial markets and rejects pre-emptive tightening, lifting broad equities.$7,480.90+1.35%›XYZ

XYZ100LONGWarsh's embrace of productivity growth over the Phillips curve favors high-productivity tech, lifting the Nasdaq.$28,429.14-3.25%›