A Journal of Independent Research, Analysis,
 Opinion and Insight

WOWS Full Issue
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Attention Paid-Up Subscribers: To read or print the entire current issue as a single document, use the "easyprint" feature in the "Nav bar" to the right to open it, or any of WOWS' individual features, as an Adobe PDF file, and then print it. Alternatively, you can click "more" at the bottom of this paragraph and then click the red Adobe icon that appears. Your second click will download the full issue .pdf file of WOWS' latest issue to your computer, a process that -- depending on the file size and your connection speed -- might take more than the blink of an eye. Then, depending on preferences you've set on your device, it will either open automatically or show up in your downloads folder, waiting to be opened. [More]

Targeted Insights
Jawad Mian Accents Thinking Differently To Win Over Hedge Clients
The photo of Jawad Mian gracing the front page of this issue already says it all. The founder of Stray Reflections, a global macro research and trading advisory service counting many of the world’s largest hedge funds among its clients, Jawad is not your typical Ivy-bred Wall Streeter.

Despite the unassuming moniker, Stray Reflections  is a multi-layered and highly targeted enterprise. Yes, it publishes a blog, yes, it’s also published a book, but to the hedge fund founders, pension fund CIOs and portfolio managers paying dearly for admission to its professional research and one-on-one access to its founder — not to mention to the informal connections Jawad facilitates among the community of his clients — it represents something more valuable. [More]

Don't Trust Equity Rally
It Is Solely Driven By (Unfounded) Analyst Optimism
By Albert Edwards

After moving sideways for months, the latest equity rally has generated more hope than earlier upturns. Beware: the siren song of hope is dangerous when investing.



The Fed’s Dilemma: Sticky Inflation Blocking Rate Cuts
By Michael Lewitt

Federal Reserve officials continue to signal they have no plans to cut interest rates later this year.

Yesterday (May 19), Dallas Fed President Lorie Logan said the data may support skipping a rate hike at the June 14th meeting but, “As of today … we aren’t there yet.” Regarding inflation, “We haven’t made the progress we need to make.”


Lower Rates Not A Given
Airline Shares Defying Recession Wishes Of The Shorts
By Blaze Tankersley

I see a lot of articles where analysts just seem to take lower long rates as a "given." This seems dangerous to me. Stay alert to the potential long rates are at floor levels already.

The airline picture seems only to be strengthening, despite the sincerest wishes for a recession from the shorts.


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