Robustnessmacro substack com

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WebEssays by writers around the world about the places that they live. Recommendations for reading, listening, eating, visiting. Real experiences about places from the people who … WebApr 15, 2024 · The With Democrats Things Get Better project is one of our most important here at Hopium. It is shown monthly and is always new, fresh, and updated. Follow this link to learn more, and find supporting essays and analyses (after watching it of course!).. Some of the most important graphs from With Dems follow, and do let me know what you think …

The Macro Picture - The Portfolio Armor Substack

WebApr 12, 2024 · The end result is a robust Business Cycle Gauge that removes the guessing element from the economy. We can predict a coming recession and forecast structural changes like declining rates in the coming months. The model behind the gauge has been backtested and has accurately predicted recessions (figure 1). Business Cycle Gauge … WebApr 14, 2024 · Brazil had an encouraging downside inflation surprise on Tuesday followed by robust retail sales on Wednesday. Tuesday also brought a strong bounce in Mexican … michael hyatt vision casting

The Cadence of E&P Multiples - by WTIRealist

WebDec 10, 2024 · 2024 Themes: Macro Trends for 2024 & Beyond. Deglobalization. Capitalism, Socialism and Mercantilism. Energy & ESG. Interest Rate Suppression. Reflecting on the last two years of our thematic outlook notes, what is clear is that pandemic restrictions, fiscal and monetary policies that initially exacerbated multi-decade trends including ... WebAbout - True Insights Investment Research (Substack Edition) Jeroen Blokland's 'True Insights' is your leading source for navigating and understanding financial markets, generating and implementing trade ideas, building robust and diversified portfolios, and growing your performance. WebClaudia Sahm Substack Claudia Sahm Founder of Stay-at-Home Macro (SAHM) Consulting, former Federal Reserve and White House economist. Stay-At-Home Macro (SAHM) By Claudia Sahm My goal is to make economic policy and macroeconomics better. Apricitas Economics Founding member Chartbook Paid subscriber Dot Macro Paid subscriber … michael hyatt online course

The Business Cycle Works Like a Swiss Clock - by Yann & Jan

Robustnessmacro substack com

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WebFounder & CEO of The Macro Compass, a disruptive investment strategy firm whose mission is to bring you through a learning journey that will allow you to step up your macro game. … WebMay 17, 2024 · Successful systems can and must simultaneously achieve a high level of efficiency, evolvability and robustness. The only way to succeed in any one dimension is …

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WebMay 16, 2024 · My original proprietary macro research covering the mechanics of the monetary system, financial plumbing, economic history, and its influence/impact on the global economy. Click to read Monetary Mechanics, by Maroon Macro, a Substack publication with tens of thousands of readers.

WebAug 1, 2024 · The September 1974 issue of the Federal Reserve Bank of New York Economic Policy Review narrates the failure of Bankhaus Herstatt as follows: For some time, the market had become increasingly concerned over reports of large foreign exchange trading losses by banks in various countries. The main impact of the Herstatt closure, however, … WebNov 7, 2024 · Macrosight Ryan Brady Substack. Consumer Category Curiosities Cooling inflation and the Sated Beast. Ryan Brady. Nov 15, 2024. 1. New Top Community. The …

WebAug 19, 2024 · The S&P 500 is stalling at a confluence of resistance levels - the 200 day moving average at 4316 (in the previous bear markets of 2001 and 2008, this has successfully capped rallies), the 61.8% Fibonacci retracement at 4362, and a trendline going back to Jan 2024 at 4323. I am long via puts, funded by selling small clips of short dated … WebThe Macro Compass Alfonso Peccatiello (Alf) Robustness Macro About Archive Recommendations Sitemap Robustness Macro Exploit irrationality in a rational view. By … Macroeconomics is no rocket science. Simple insights with detailed public data. …

WebMar 26, 2001 · Mar 22. 1. Market Perspectives – Rising odds of a higher interest rate 🎧💡 #28 Macro & Business Insights. Mar 20. 1. Fixed Income Update – How Market Concentration …

WebApr 12, 2024 · The Macro Picture . That chart above, via Jim Bianco, is probably the most important one to consider with respect to the macro picture now. ... The Portfolio Armor Substack is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. Subscribe. michael hyatt productivity toolsWebApr 15, 2024 · Construction employment is 7.89 million, 3.7% above pre-pandemic the pre-pandemic level. There are 412,000 job openings, employment is growing 2.6% annualized but 1.5% quarterly annualized, as momentum is slowing. Underlying demographic demand remains robust, however if the supply of credit tightens, construction employment is … michael hyatt vision scripterWebMar 26, 2001 · Mar 22. 1. Market Perspectives – Rising odds of a higher interest rate 🎧💡 #28 Macro & Business Insights. Mar 20. 1. Fixed Income Update – How Market Concentration Impacts Performance 🎧💡 #29 Macro & Business Insights. Mar 26. 1. Is business come back as normal? 🎧💡 #27 Macro & Business Insights. how to change gamma in tlauncherWebFeb 15, 2024 · The Macro Journal. Painting a picture of the world using a global macro framework. By VK Macro. · Launched 7 months ago. No thanks. By registering you agree … michael hycheWebFeb 15, 2024 · The Macro Journal VK Macro Substack The Macro Journal Painting a picture of the world using a global macro framework By VK Macro · Launched 7 months ago No thanks By registering you agree to Substack's Terms of Service, our Privacy Policy, and our Information Collection Notice michael hyatt world class assistantWebFeb 17, 2024 · However, US growth outperformance over the pandemic added to a robust recent run of data adds a counterpoint. From a longer-term valuation perspective, the Real Effective Exchange Rate (REER) sits approximately 8%, 14% and 17% above its 5, 10 and 20-year averages respectively. michael hyatt\u0027s daughter essential oilsWebRobustness. Robustness is the property of being strong and healthy in constitution. When it is transposed into a system, it refers to the ability of tolerating perturbations that might … how to change gamma on ark pc