15 Articles 0 Followers
17 Sep 2023 6 minute read 0 comments Todd Mei PhD
Welcome to the free version of the Art of the Bubble! 1.2 Labs offers this Art of the Bubble bulletin for educational purposes. Our paid plans make use of the same base algorithm that our crypto hedge fund, 1.2 Capital Management, does. We have...
10 Sep 2023 6 minute read 0 comments Todd Mei PhD
Welcome to the free version of the Art of the Bubble! This is a free educational service from 1.2 Labs. Our paid plans make use of the same base algorithm that our crypto hedge fund, 1.2 Capital Management,does. We have two primary data offering...
3 Sep 2023 7 minute read 0 comments Todd Mei PhD
Welcome to the free version of the Art of the Bubble! The 1.2 Labs's Art of the Bubble is a free educational service. The 1.2 Labs subscriber plans make use of the same base algorithm that our crypto hedge fund, 1.2 Capital Management, does. We...
27 Aug 2023 5 minute read 1 comment Todd Mei PhD
Welcome to the free version of the Art of the Bubble! Our subscriber plans make use of the same base algorithm that our crypto hedge fund, 1.2 Capital Management, does. We have two primary data offerings for stocks: (1) a risk parity “Bubble Po...
25 Mar 2023 2 minute read 0 comments Todd Mei PhD
Welcome to the free State of the Market report for the Art of the Bubble! Our subscriber plans make use of the same base algorithm that our crypto hedge fund, 1.2 Capital, does. It’s modified in timeframe and weighting so you don’t have to stare at...
18 Mar 2023 3 minute read 0 comments Todd Mei PhD
Welcome to the free State of the Market report for the Art of the Bubble! Our subscriber plans make use of the same base algorithm that our crypto hedge fund, 1.2 Capital, does. It’s modified in timeframe and weighting so you don’t have to stare a...
4 Mar 2023 2 minute read 0 comments Todd Mei PhD
The Macro Situation Markets sit in expectation of what is in store for the Fed’s next rate hike. Slow and steady remains the pace, with a strong indication of a 25 bps hike this month and a terminal rate between 5.5%-6%. At the start of Thursday, the...
25 Feb 2023 2 minute read 0 comments Todd Mei PhD
The Macro Situation The economy remains strong, inflation sticky, and the markets in a slump. This week’s PPI, PCE, and jobs numbers were higher than expected. The PCE, or Personal Consumption Expenditures (PCE) price index, is the Fed's preferred fa...
18 Feb 2023 2 minute read 0 comments Todd Mei PhD
The Macro Situation Rate hikes beyond a 5% terminal rate are now the consensus norm because last month’s CPI is up, retail activity is up, and the Producer Price Index is up. The good news is that although last month’s CPI was up, year-over-year the...
11 Feb 2023 2 minute read 3 comments Todd Mei PhD
The Macro Situation The market closed lower this week, but optimism remains. Retail trading reached a high (since 2021), accounting for 23% of the market’s total volume in January. Goldman Sachs has downgraded the likelihood of a recession from 35% t...
