I am an amateur macro strategist - whatever the hell that means. It's a hobby for me. I have never been paid to do any kind of work like this. And with this, I'm very aware I don't know what... Continue Reading →
I have seen a lot of stuff this past week about the CPI predictions. Low 4s today, and low 3s next month. "The fed MUST pivot!" Errrr...no. But the stock market is levitating on a belief of a pause and... Continue Reading →
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