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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
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