Listen now | ‘’We don’t really focus on short-term developments in financial conditions’’
I sadly paid for a year of the 'entry level' MacroCompass and so far have about the same access as what is public. I am disappointed. The whole thing seems set up to simply get me to pay more for the real info. I was expecting something a bit more useful and actionable.
honestly expected a bit more from this release for paid subscribers compared to what is posted to general public on twitter
I agree with everyone who says that the information we pay for at the entry level is exactly the same as what is published. As such, I would like to know how I can cancel my monthly fee since the website does not have any information on how to cancel. Thanks
How do you cancel your subscription? Is there an option on the site or you just remove payment details? Or do I have e-mail someone?
Animal spirits aside, as long as the Fed gets to the 5-5.25% fed funds rate and more importantly holds policy late into 23, Likely because of base effects starting in the Summer, a severe recession will ensue and then a hard pivot will be required. The treasury market sees it, the equity market does not.
There is a time to ride along with the animal spirits, too risky for me here. I'd rather ride the long duration trade here, shortening the duration appropriately as we go along.
This is how Bear Market traps work. They hook in the FOMO crowd before handing them their head.
Thank you Alf.
Same here, I tried to upgrade to a paid subscription on substack and got nothing in return. I then subscribed to the long term investor tier on his website and there is nothing that isn't on the free substack tier. I feel immensly ripped off. Either I'm stupid and don't see the additional content or I got ripped off