Monthly Research Notes
September 2023 - Is the USA drowning in a tidal wave of debt
September 2023 - Is the USA drowning in a tidal wave of debt VIDEO
August 2023 - I want to believe (in a soft landing)
August 2023 - I want to believe (in a soft landing) VIDEO
July 2023 - Patience is bitter, but its fruit is sweet.
July 2023 - Patience is bitter, but its fruit is sweet. VIDEO
June 2023 - 5% cash is a financial black hole
June 2023 - 5% cash is a financial black hole VIDEO
May 2023 - Don't let the ride confuse you
May 2023 - Don't let the ride confuse you VIDEO
April 2023 - Hubris, Incompetence and Failure VIDEO
April 2023 - Hubris, Incompetence and Failure
March 2023 - The market journey is not a flight, it's a cruise VIDEO
March 2023 - The market journey is not a flight, it's a cruise
February 2023 - Some good news, but mostly bad news
January 2023 - Recession becoming more obvious
December 2022 - Hello, soft landing
November 2022 - Inflation will be stickier this cycle
August 2022 - The puzzle of interest rates and inflation
July 2022 - The long tail chase of interest rates after inflation
June 13, 2022 - The hope of May; the reality of June
June 2022 - Inflation is worse than you think
May 2022 - Problems everywhere
April 2022 - Mental preparation for a bear market