The Economy is Splitting in Two: How to Trade the Rotation
Investment is booming. Inflation is over. It is all about growth now
The Economy is Splitting in Two: How to Trade the Rotation
The video below walks through the macro split that’s defining every market right now. Below, I break down the specific macro drivers and signals you want to be watching in order to understand WHY things are moving and WHERE we are likely to move:
Connected Slide deck from video:
All of the educational resources and free models can be found here: LINK
Below is the in-depth report for paid subscribers, further breaking down the specifics in the macro regime, HOW to quantify them, the exact models to use for measuring the regime, and trading implications.
Major Macro Changes: Main Ideas
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