Macro Report/Insights: GIP Path Dependencies

What people miss in macro

Hey everyone,

As I have emphasized over and over……..

In the information age, you simply need to be at the right place, at the right time, with the right information to succeed

All of us have access to the same data, the same market, and the same resources. Sure some people have fancy tools but on the whole, we all operate under the same uncertainty.

When you understand this is the starting point, the WAY in which you interpret information becomes much more important. Over the next couple of articles, I am going to share some private notes that I have accumulated over the years on how to interpret the dynamics between growth, inflation, and liquidity.

I will be expanding on these A TON because this is where making real alpha can come from: