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02Feb

The Recession of 2023

We continue to believe that the likelihood of a recession in 2023 is someplace between absolutely certain and virtually guaranteed. Our recession model.. Read More →
01Feb

We’re onto February

Financial assets performance Jan 2023 v Jan 2022 – what a difference a year makes, especially after the fastest rate hiking cycle in.. Read More →
31Jan

“Inflation is a monetary phenomenon” – Milton Friedman

The long-term growth in money supply (M2) and the long-term level of inflation (CPI) do track together. Money supply over long periods of.. Read More →
26Jan

Earnings ipdate: Is bad news bad news again?

In 2022, investors were hyper focused on inflation and the Fed, so much so that bad news (on the economy) was often met.. Read More →
The Recession of 2023

The Recession of 2023

We continue to believe that the likelihood of a recession in 2023 is someplace between absolutely certain and virtually guaranteed. Our recession model has been.. Read More →
We’re onto February

We’re onto February

Financial assets performance Jan 2023 v Jan 2022 – what a difference a year makes, especially after the fastest rate hiking cycle in the history.. Read More →
“Inflation is a monetary phenomenon” – Milton Friedman

“Inflation is a monetary phenomenon” – Milton Friedman

The long-term growth in money supply (M2) and the long-term level of inflation (CPI) do track together. Money supply over long periods of time has.. Read More →