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Real Vision
@RealVision
The premier marketplace for crowdsourced investor intelligence.
- Jim Bianco: for years the Fed ran on groupthink led by the chair, a pattern now breaking under Trump's recent attacks. Because Fed officials have grown so protective of their independence, they’ve started voting on their own. The result? Ten dissents in the first half of this
- The best performing member trade on Real Vision this week is one the room doesn't believe in. Alexander Kay went long $CYPH on 18 August at $0.83. Of the members who voted on it, 86% said they'd stay out. It's up 69.34%. His rationale was two words: ZCASH DAT. Cypherpunk holds
- The era of 98% certainty going into an FOMC decision is over. But @biancoresearch thinks that’s a good thing. Why? Because markets treat forward guidance as a promise. When the data shifts the Fed has to choose between rugging everyone or following through on a commitment that
- happy monday visionaries. Here’s what we’re watching this week Jackson Hole starts Thursday, and Warsh delivers his first speech as Fed Chair on Friday. Three weeks before the September FOMC markets get their first real read on how he thinks. The data he'll be looking at lands
