First Avatar movie got released in 2009 in midst of market turmoil due to housing crisis. 13 years later, "Avatar - The way of Water" got released this week - again in the midst of post-pandemic, inflation driven market turmoil. James Cameron took 13 years to make second Avatar movie and I am sure it would be another blockbuster like first one (needs to make $2B box-office collection just to break even). But "Fed" up sequel seems to have repeated in just 4 years. Last time I wrote with exact same topic was in Oct 2018. Most of the content in that blog could be repeated here. Markets are frustrated that Fed is again behind the curve by continuing to raise rates till it reaches 5.1% even though everyone fears that economy is heading into recession. As reaction to Fed meeting and Powell's Q&A session, markets crashed to send a message - enough! But Powell's fed wants to make sure that inflation is really coming down and willing to take the risk of "t
Commentary about markets and investment ideas and some random thoughts!