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The Recession of 2023
We continue to believe that the likelihood of a recession in 2023 is someplace between absolutely certain and virtually guaranteed.... read more →
February 2, 2023
We’re onto February
Financial assets performance Jan 2023 v Jan 2022 – what a difference a year makes, especially after the fastest rate... read more →
February 1, 2023
“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... read more →
January 31, 2023
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)... read more →
January 26, 2023
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
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
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
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 →
The Recession of 2023
We continue to believe that the likelihood of a recession in 2023 is someplace between absolutely certain and virtually guaranteed.... read more →
February 2, 2023
We’re onto February
Financial assets performance Jan 2023 v Jan 2022 – what a difference a year makes, especially after the fastest rate... read more →
February 1, 2023
“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... read more →
January 31, 2023
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)... read more →
January 26, 2023
Sentiment & Positioning: both offsides, repeat first down
We’ve been talking about weak investor sentiment now dating back to last spring AFTER inflation started rippin’, AFTER the Fed... read more →
January 24, 2023