Founders: Stock Market Ruminations From a Goldman Head Trader

[No Cuts Before Elections, and Other Suspicions]

I suspect there is no incentive for central bank/policy makers to cut ahead of elections….

Subititles added

1. [Soft Landing Promises and Transitory Inflation Errors]

2. [No Cuts Before Elections, and Other Suspicions]

3. [The Sam Altman Fiasco]

4. Ai. [Putting it All Together]

5. [Backlog of IPOs is Coming]

6. [On Buy-Season Reliance]

7. [Uncomplicating Things in 2024]

8. [Finding Bargains in the PE Mud]

(1900 words)