AMD | Brevan Howard | PCE & US recession risk
Careful what you wish for on inflation. The ‘everything’ is a bubble thesis
GSWM outlook 2024 | Are US equities expensive?
How did they do in 2023? US preeminence is still the theme
Grifols | Beveridge Curve open-sourced | Wilson contra-contras
We open sourced it to nuclear researchers. Grifols’ troubles continue and market contra-contras
US Recession | Inflation | Risk & Probabilities | Ackman | IRGC strikes
Are US rates markets overly optimistic about Fed rate cuts?
US CPI preview | Grifols take gloves off
What we’re looking for in the inflation data
US Jobs | Runs Out, Guns Out
When outcomes are within the realm of expectations
SURVEY Matrix | Upgrading Wilson to NEUTRAL from Underweight
Macro & bootstrapping, market rules of grammar
Anchoring outlooks | Shelter inflation | ‘Anthropomorphizing’ AI
The most likely outcomes to anchor investment outlook in 2024
US housing | Rents back on the rise
New report shows average rents +3.2% YoY
US Jobs | Payrolls comment and sentiment
Summary of discussions with investors