High-level macro-market insights, actionable economic forecasts, and plenty of friendly candor to give you a fighting chance in the day's financial fray.
this substack is missing a great amount of appeal by not naming individual securities. most of the insight offered was by structured narrative of the very specific situation against the backdrop of the macro. readers thus had better context to form their own opinions.
let's see some actual unconventional behavior (non-political if possible) by going back to your preferred earlier form. its fine if one must use bigger disclaimers at the bottom or top, but don't hide behind some vague governance concern that the authors themselves dislike but robotically follow.
Can you say what mineral trusts you like may rhyme with? No one could possibly construe something like that as investment advice. You're just a poet.
David - how would you screen for the mREITs with the government backed agencies?
Another nice review. Thanks xxx
this substack is missing a great amount of appeal by not naming individual securities. most of the insight offered was by structured narrative of the very specific situation against the backdrop of the macro. readers thus had better context to form their own opinions.
let's see some actual unconventional behavior (non-political if possible) by going back to your preferred earlier form. its fine if one must use bigger disclaimers at the bottom or top, but don't hide behind some vague governance concern that the authors themselves dislike but robotically follow.
Steven Vannelli of Knowledge Leaders Capital has some nice charts/commentary on M2 Velocity in latest (April) quarterly outlook.
Very well put. Thank you for sharing your insights!