@stephen_buehler

Stephen Buehler Follow

Investor, entrepreneur; Founder: Astra Ventures; Nova Investments Strategies; Fmr @Blackstone (all opinions are my own and are not investment advice)

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Ed Lalanne @edlalanne ·

26 Oct

Central banks are rightly terrified of macro speculators. Huge profits this year means traders have the firepower to push prices around. Inconsistent policies in places like Japan and Europe are fertile grounds for pushing against fragile equilibriums. Japan’s policy is 1/6

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Ed Lalanne @edlalanne ·

5 May 2022

Today's action shows stocks are finally sensitive to Fed policy. Yields up sharply and stocks fall sharply. Makes sense. You'd be forgiven for thinking equities exhibited similar behavior in recent months as the U.S. 2-year yield rose 200 basis points YTD. But you'd be wrong

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Ed Lalanne @edlalanne ·

10 Mar 2022

The February U.S. CPI report today shows energy, rents, and food driving inflation, with energy contributing almost one-third of the headline's +0.8% m/m increase, rents almost a quarter, and food almost one-sixth. The three together contribute over 70% of the m/m increase 1/

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Ed Lalanne @edlalanne ·

15 Feb 2022

Inflation is the most important item to track in 2022. But there is so much more to inflation than just the headline number. To understand what is driving inflation, you have to understand the source (supply side vs. demand side) as well as its component parts. 1/7

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