Notes on the Week Ahead

297 Episodes

1. Schrodinger’s Market

   Published: 6/24/2019
2. The Fed Shows its Hand

   Published: 6/17/2019
3. Nice Levels – Shame about the Pace

   Published: 6/10/2019
4. Investing for a Middle-Case Scenario

   Published: 6/3/2019
5. The Slowdown is Coming -Take Two

   Published: 5/28/2019
6. Adjusting to Demographic Reality

   Published: 5/21/2019
7. Tariffs and the Lessons of History

   Published: 5/13/2019
8. The hierarchy of monetary mistakes

   Published: 5/6/2019
9. Investment implications of 'All systems go'

   Published: 4/29/2019
10. Slowdown is coming

    Published: 4/22/2019
11. Federal credit card day

    Published: 4/15/2019
12. Down the middle of a narrowing road

    Published: 4/8/2019
13. Water stops

    Published: 4/1/2019
14. Framing the Fed

    Published: 3/25/2019
15. Delaying deadlines

    Published: 3/18/2019
16. Wheels down for soft landing

    Published: 3/11/2019
17. Why deficits matter - The problem with one more steak

    Published: 3/4/2019
18. The extra sixpence

    Published: 2/25/2019
19. Political lions and corporate cattle

    Published: 2/19/2019
20. Decaffeinated economy

    Published: 2/11/2019