Thanks Jack! Tight format is efficient to consume. Would be great to have a series (maybe monthly or quarterly) on macro outlook covering leading indicators and broader global liquidity trends. Kind of a where we are in the business cycle and medium term expectations to help portfolio compass / allocation adjustments ahead of regime shifts. A lot there but something to noodle in case it gives you ideas.
Thanks Jack! Tight format is efficient to consume. Would be great to have a series (maybe monthly or quarterly) on macro outlook covering leading indicators and broader global liquidity trends. Kind of a where we are in the business cycle and medium term expectations to help portfolio compass / allocation adjustments ahead of regime shifts. A lot there but something to noodle in case it gives you ideas.