Notes on the Week Ahead

297 Episodes

1. Investing in World of Increasing Complexity

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

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

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

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

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

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

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

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

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

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

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

    Published: 7/5/2023
13. Waiting for a Negative

    Published: 6/27/2023
14. The Recession Questions: Yes, No, When and How Bad?

    Published: 6/20/2023
15. Cooler Inflation and Slower Growth should Convert a Fed Skip into a Fed Pause

    Published: 6/12/2023
16. The Steady Normalization of the U.S. Labor Market

    Published: 5/30/2023
17. Sizing up the angles on Fed policy

    Published: 5/22/2023
18. Slow-Motion Slowdown

    Published: 5/15/2023
19. Debt-Ceiling Cliff Dancing

    Published: 5/1/2023
20. When Money Stops Talking

    Published: 4/24/2023