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Mario Randholm Blog. Mario is the founder of Randholm & Co. S.A.C., an investment management company dedicated to producing superior returns for its clients and employees by adhering to mathematical and statistical methods.
Inconclusive Data to support the bulls
December Non-Farm private Payrolls came at 240K vs. 235K. There is an anomaly in the data, hourly earnings came at -0.2% vs. +0.2% consensus. It is not clear as to what has caused this anomaly. The bull case is based on the strong employment number. The bear case would be made on potential of interest…