Dec 16, 2023·edited Dec 16, 2023Liked by Arjun Murti
Arjun. Following your and Veriten's analysis and reporting. Just viewed the new YT video. "Choppiness" no doubt. Heavily overweight O & G sector. Was up significantly Thursday. Then down sharply, even more on Friday than Thursday up-day. Even though NG up over 3% on the day. And overall market up. Suppose it was mostly (?) the result of Fed member "speak" about "Fed not done yet" reversing somewhat Powell's speak from the previous day. Thoughts please ? And Merry Christmas and Happy Holidays to you and all Arjun.
Thank you Arjun. Finding you and your research has been a great blessing for me in 2023. Happy holidays to you and your family, and good luck with your golf game in 2024.
Arjun. Following your and Veriten's analysis and reporting. Just viewed the new YT video. "Choppiness" no doubt. Heavily overweight O & G sector. Was up significantly Thursday. Then down sharply, even more on Friday than Thursday up-day. Even though NG up over 3% on the day. And overall market up. Suppose it was mostly (?) the result of Fed member "speak" about "Fed not done yet" reversing somewhat Powell's speak from the previous day. Thoughts please ? And Merry Christmas and Happy Holidays to you and all Arjun.
Thank you Arjun. Finding you and your research has been a great blessing for me in 2023. Happy holidays to you and your family, and good luck with your golf game in 2024.