MiB: Jawad Mian, Stray Reflections
This week, we speak with Jawad S. Mian, who is the founder and managing editor at Stray Reflections, an independent global macro...
What Recession?
Rising rates, falling savings, increased deficits, dubious GDP: Ever since the yield curve inverted and warnings of...
Americonned
@TBPInvictus here: Contrary to 40+ years and counting of “trickle down” narrative, the reality is that the gap between...
10 Bad Takes On This Market
Let’s see if I can find something to counter and/or undercut each of these 10 items listed in this morning’s...
Podcast: Rit Angles
I had a very fun conversation with my friend Roben Farzad about the business of culture, the culture of business, media and...
“Glass Half-Empty” Investors
Source: FRED, May 8, 2023 There’s an old joke about a hypochondriac who is constantly complaining to his doctor about his...
GDP & State Coincident Indicators: Cooling, But No Recession
I have been putting together my Q2 quarterly client call, and impatiently waiting for two last data points to show: State...
The Tide of Price over Volume
My fishing pal Sam Rines has spent much of this year pushing a thesis of “Price over Volume”; I found it a compelling...
Macro Snapshot / St. Louis Fed
Very useful dashboard via the St. Louis Fed, which maintains the fabulous FRED database. With a clean and simple interface, it puts all...
Transcript: Neil Dutta
The transcript from this week’s, MiB: Neil Dutta, Renaissance Macro Research, is below. You can stream and download our...