A mental framework for investors
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The level and trajectory of this metric has been very telling πŸ’‘
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Big tech isn't as big an employer as you might think 🀏
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Re-staffing isn't cheap πŸ’Έ
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The Fed is not a friend of the economy or stock market right now πŸ˜–
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It speaks to 5 truths about the stock market πŸ“œ
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Let's review 9 unsettling market observations that miss the point πŸ™ƒ
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Jobs data is strong for now, but it's up against a hawkish Fed πŸ¦…
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Plus a review of the macro crosscurrents πŸ”€
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New data confirms this persistent trend πŸ“Š
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The sacred CAPE ratio is problematicπŸ€¦β€β™‚οΈ
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But is supply improving or demand deteriorating? βš–οΈ
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