World central banks' interest rate cut cycle is coming
The chance of the Fed cuts this year rapidly abates
Summary of the trading week in several posts with the most interactions on X
I wanted to thank each of you for participating in the rapidly growing community on Substack and Twitter
The concentration in tech stocks is unprecedented but what about valuations?
Summary of the trading week in 5 posts with the most interactions on X
Over the last few quarters, the largest driver of the US economy has pulled back their spending due to ever-rising costs of living
The central bank still sees 3 cuts in 2024 and expects to slow the pace of balance sheet reduction at some point
The US employment data does not look so bright when we read beyond the headlines
