5 Comments
User's avatar
Justin Ross's avatar

This is such a good macro letter. Better than 90% of the dead-serious ones I've seen.

Expand full comment
TurtleTraderTex's avatar

Kick ass charts and analysis Brent. I’ll be buying the almanac with my next paycheque.

Expand full comment
Brent Donnelly's avatar

Thanks vm. Have a fun weekend!

Expand full comment
Paul E's avatar

I ordered the almanac earlier this week. Looks like a great addition for my desk!

Expand full comment
Leon's avatar

I need some help to understand the point that the hard landing after the 2004-2006 tightening cycle is not due to Fed.

Low and rising interest environment encouraged excessive risk taking; the excessive risk taking was primarily in the reality sector in that cycle.

Expand full comment