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Is China's Crisis an Investment Opportunity? - Part 3
Jul 10, 2022
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Is China's Crisis an Investment Opportunity? - Part 3

Emerging Opportunities

The Weekend Edition # 48
Jul 09, 2022

The Weekend Edition # 48

Relief Rally, Job Friday, Earnings Season, Turbulent times ahead

Is China's Crisis an Investment Opportunity? - Part 2
Jul 03, 2022
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Is China's Crisis an Investment Opportunity? - Part 2

Policy Implementation and Potential Investment Risks

Midyear Macro Recap 2022
Jul 03, 2022
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Midyear Macro Recap 2022

Is China’s Crisis an Investment Opportunity? - Part 1
Jul 03, 2022
Premium

Is China’s Crisis an Investment Opportunity? - Part 1

The Chinese Economic Backdrop

The Weekend Edition # 47
Jun 26, 2022

The Weekend Edition # 47

Beautiful Turnaround, The Market Correction by Goldman Sachs, Lennar Earnings,

The Weekend Edition # 46
Jun 19, 2022

The Weekend Edition # 46

Blood in the Streets; Retail Sales Tanking, Earnings season coming to a close; Tough times ahead

The Fed Meeting - June 2022
Jun 16, 2022

The Fed Meeting - June 2022

A few updates and thoughts on the FOMC meeting

The Weekend Edition # 45
Jun 12, 2022

The Weekend Edition # 45

The bears are growling; Global Macro; CPI and Fed Meeting; Stay away from growth stocks

Macro Take: Is the Consumer Really "Strong"?
Jun 10, 2022

Macro Take: Is the Consumer Really "Strong"?

What the consumer really looks like as we head into a recession

The Weekend Edition # 44
Jun 05, 2022

The Weekend Edition # 44

Chopfest, Foodflation continues, Key Earnings Metrics, Calendars, Some exciting news

Happy June! Launch of my Premium Tier
Jun 01, 2022

Happy June! Launch of my Premium Tier

The Weekend Edition will continue to remain free

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When Macro and Momentum Meet, We See Opportunity

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