Big Macro Events Loom Large
Excellent analysis. I read the FT and WSJ every day but never see the shifting tides under the surface that you hi light. Your communication and explanation is so clear. I wish you great success with your new fund. Pearse, Dublin, Ireland.
You make it seem like a 1995 like rate cutting cycle is bearish… but the NASDAQ was up like +500% over the next 5 years….
Very comprehensive analysis and well explained.
Your findings are stated very clear and easy to understand. Thank you for the insights.
Am I wrong or you missed the Oct2023-today rally?
Great insights and analysis as always.
Great thinking
Excellent analysis. I read the FT and WSJ every day but never see the shifting tides under the surface that you hi light. Your communication and explanation is so clear. I wish you great success with your new fund. Pearse, Dublin, Ireland.
You make it seem like a 1995 like rate cutting cycle is bearish… but the NASDAQ was up like +500% over the next 5 years….
Very comprehensive analysis and well explained.
Your findings are stated very clear and easy to understand. Thank you for the insights.
Am I wrong or you missed the Oct2023-today rally?
Great insights and analysis as always.
Great thinking