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.
Thank you for your kind words!
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….
Am I wrong or you missed the Oct2023-today rally?
Great insights and analysis as always.
Great thinking
Very comprehensive analysis and well explained.
Your findings are stated very clear and easy to understand. Thank you for the insights.
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.
Thank you for your kind words!
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….
Am I wrong or you missed the Oct2023-today rally?
Great insights and analysis as always.
Great thinking
Very comprehensive analysis and well explained.
Your findings are stated very clear and easy to understand. Thank you for the insights.