My first go of a blog. Honestly idea came from someone I follow on twitter as a way of sharing personal market thoughts in an informal setting. Written on a plane ride to Israel so excuse grammar related mistakes. Comments are encouraged and welcome. My general macro framework right now is two things 1) we are at peak base effects and oil prices are declining 2) US econ should print a neg GDP print in Q2 or 3. (can go over model assumptions on request) With that said here are few things I’m looking at.
Post March 22
Post March 22
Post March 22
My first go of a blog. Honestly idea came from someone I follow on twitter as a way of sharing personal market thoughts in an informal setting. Written on a plane ride to Israel so excuse grammar related mistakes. Comments are encouraged and welcome. My general macro framework right now is two things 1) we are at peak base effects and oil prices are declining 2) US econ should print a neg GDP print in Q2 or 3. (can go over model assumptions on request) With that said here are few things I’m looking at.