Follow
____________________________
Monthly Archives: February 2023
Rosenberg: the pending recession
This segment offers another worthwhile macro overview. High-risk warning on the defence and gold mining stock “trade ideas,” as Dave says, only “for those with ice in their veins.” Word to the wise. “There’s not a snowball’s chance in hell … Continue reading
Posted in Main Page
Comments Off on Rosenberg: the pending recession
Grantham: After a timeout, back to the meat grinder
GMO co-founder Jeremy Grantham’s latest market letter is worth the read as usual; see After a timeout, back to the meat grinder! On equities, Grantham’s base case is that the S&P 500 could fall a further 20% by year-end, for … Continue reading
Posted in Main Page
Comments Off on Grantham: After a timeout, back to the meat grinder
ECRI cyclical update
Useful cyclical insights from ECRI co-founder Laksham Achuthan in this recent MacroVoices segment starting at 6:15 on the play bar through 48:00. The ECRI charts he refers to are available here. MacroVoices Erik Townsend welcomes ECRI co-founder Lakshman Achuthan to … Continue reading
Posted in Main Page
Comments Off on ECRI cyclical update
;
