Monthly Research Notes

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

March 2022 - What will the Fed do?

January 2022 - The Fed and inflation are all that matter