Fil's Randoms On The Markets

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Carvana Reality Check - The "Great Quarter Guys" Sequel
Carvana enjoys a not unexpected short squeeze, while nothing improves except its hopes and dreams.
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Fil Zucchi
Market Randoms, And Chasing A Bubble
Some random thoughts as tensions between bulls and bears continue to rise $IWM $SPY $QQQ $NVDA $SNOW $SMCI
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Fil Zucchi
New Year Charts Check
Some charts to mull over as we kick-off 2024
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Fil Zucchi
Carvana (CVNA) Reality Check
The more things change, the more they stay the same...or worse
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Fil Zucchi
4
This Time Was Different.
The 2022 bear market and the 2023 rally broke almost all the rules of the downturns and recoveries of the last 30 years.
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Fil Zucchi
“Should we expect to see credit spreads lead equities or the economy?" Yes and No.
Credit spreads are not always a useful tell of what's in store for equities and the economy, but when they do prove to be a useful tell, they can save…
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Fil Zucchi
2
Some Market Thoughts As I Return From "Twitmo"
The bulk of traders' narrative demands stocks to collapse, but the underpinnings still tell a different story.
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Fil Zucchi
3
"Let's Be Careful Out There"
Credit Derivatives Are Gyrating Wildly, Which Is Bad For All Asset Classes
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Fil Zucchi
2
Fil's Randoms On The Markets
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