3-Circle Investments by The Alethea Narrative

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Trigger Warning: Chart of the Day
Citi Surprise Index vs SFR9: Economic data surprises are rolling over hard but the Fed is trapped because of sticky inflation. Inability to provide…
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Craig Shapiro
Guess Who's Back? Gold
Gold is being re-inserted into the global monetary order again to enforce better discipline on government spending abuses
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Craig Shapiro
Wall St For Main Street Podcast - My Interview with Jason Burack
Inflation & US Treasury Supply & Demand Problem From DC Spending Have Fed Trapped?
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Craig Shapiro
Initial Launch Offer - 20% off
If you are interested in joining my Private Discord Channel, please use the coupon below for 20% off for lifetime of membership
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Craig Shapiro
Exciting News!! 3-Circle Investments is Growing Up
The Alethea Narrative is going to begin offering unique access to the entirety of my investment process, trading ideas, and direct messaging…
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Craig Shapiro
My Thoughts on the Trading Week Ahead: 5/13-5/20
After last week's snoozefest, this week figures to be more active on the macro front with the headline from Powell on Tuesday and CPI on Wednesday to…
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Craig Shapiro
1
Japan Buying Oil in Yen? MBS Heading to Japan in Two Weeks.
As I have been discussing in prior posts, I think that a deal has possibly been made allowing Japan to buy oil in Yen so that Japan can print ye…
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Craig Shapiro
3
My Question for Chair Powell
If the Fed reduced of the size of itsbalance sheet more aggressively to tighten financial conditions, the return of inflation to 2% would be smoother…
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Craig Shapiro
My Podcast Interview with the Bitcoin Layer
In this podcast, I walk through my short thesis on IWM and I had some choice words from Chair Powell aka the "Gaslighter/Enabler" in Chief.
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Craig Shapiro
My Thoughts On The Trading Week Ahead - 5/6-5/10
Quiet macro week but lots of bond supply figures to pressure fixed income markets and could act as a headwind for risk assets. Plenty of Fed speak will…
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Craig Shapiro
2
Productivity Miracle Postponed- The Fed Needs To Do More Tightening
The Fed needs to stick to the script and stop getting enamored by narratives created by petulant market participants in need of liquidity. Introduce…
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Craig Shapiro

April 2024

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