A 40-year retired Wall Street Economist and Chief Investment Strategist offers periodic perspectives on the economy and the financial markets. Please sign up for a free 1-month trial subscription.
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Event-driven: (i) investments with limited pricing transparency, and (ii) more liquid assets during periods of dislocation. My goal: find edge in these hairy / low-efficiency market dynamics, and deliver insights to readers.
Your morning financial markets briefing. Highlights from the previous day, macro themes at play and a look ahead to upcoming key events.
This publication is on pause as of July 2024 to focus on our AI product.
Curating financial data, research & commentary to bring you the macro themes at play in markets today. Join 15,000+ daily readers!
This publication is on pause as of July 2024 to focus on our AI product.