Notes on the Week Ahead

245 Episodes

1. Balance Sheets and Resolutions

   Published: 1/2/2024
2. The Investment Climate

   Published: 12/12/2023
3. Winter Driving: Can the Economy Keep Growing into 2025?

   Published: 12/5/2023
4. The Remarkable Resilience of Corporate Margins

   Published: 11/27/2023
5. Falling Tensions in a Cooling Economy

   Published: 11/13/2023
6. Tracking the Inflation Slide

   Published: 11/6/2023
7. Slowdown Delayed; Cooldown Ahead of Schedule

   Published: 10/30/2023
8. The Addicted Consumer

   Published: 10/23/2023
9. Investing in World of Increasing Complexity

   Published: 10/10/2023
10. The Investment Implications of a Rising Federal Deficit

    Published: 9/25/2023
11. The View from the Top of Tightening Mountain

    Published: 9/18/2023
12. Worrying about Oil

    Published: 9/11/2023
13. Unemployment and Wage Inflation

    Published: 9/5/2023
14. Letter from Wyoming

    Published: 8/21/2023
15. Real Rates in the Long Run

    Published: 8/14/2023
16. Bull Market Investing

    Published: 8/9/2023
17. The Soft Landing Scenario

    Published: 7/31/2023
18. The Inflation Perfectionists

    Published: 7/24/2023
19. The Sin of Wages: A Last, Bad Excuse for Monetary Tightening

    Published: 7/10/2023
20. The Investment Implications of Consumer Gloom

    Published: 7/5/2023