MI2 Partners: Thoughts From The Divide: Move Fast and Break Things
BY JON WEBB
We suspect many of our readers may have a passing familiarity with the work of Olivia Rodrigo. That’s not because we are popular with her fan base, but rather because we suspect many of our readers may live in close proximity to teenage girls. That’s certainly the case for TFTD, and yours truly was struck by how well the talented Ms. Rodrigo seemed to understand the problems of both pubescent girls dealing with first love, and senior WH officials as they deal with the collateral damage associated with their policies.
Read more →
Digesting More Big Tech Earnings, Waiting for Friday’s January PCE Report
BY TEMATICA
Meta, Microsoft, Tesla, ServiceNow, IBM, Lam Research, Caterpillar, Mastercard, and Check Point Software (to name a few)
Read more →
Day Hagan/NDR Smart Sector® with Catastrophic Stop Strategy November 2022 Update
BY BRIAN SANBORN
Day Hagan/Ned Davis Research Smart Sector® with Catastrophic Stop strategy, model and allocations update.
Read more →