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Morning Rundown | Finally Someone Admits We Are in a Recession
TWO MONTHS AFTER CURVE INVERSION AND OUR RECESSION CALL
Jul 1, 2022
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Morning Rundown | Finally Someone Admits We Are in a Recession
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Yield curve inversion at low-interest rate levels is a nightmare for the Fed, not The Economy
by Joseph Carson, former chief economist at AllianceBernstein
May 23, 2022
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Yield curve inversion at low-interest rate levels is a nightmare for the Fed, not The Economy
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Weekly: Japan's Largest Bank Sees $2300 Gold by Year End, Goldman Spies Recession
Why Yield Curve Inversion Matters and The Fed Knows it
Apr 2, 2022
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Weekly: Japan's Largest Bank Sees $2300 Gold by Year End, Goldman Spies Recession
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Recessionary Drivers: High Prices, Rising Rates, War, and Yield Curve Inversion
You May Not Be Interested in Inverted Yield Curves, But They Are Interested in You
Apr 2, 2022
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Recessionary Drivers: High Prices, Rising Rates, War, and Yield Curve Inversion
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Market Rundown | JPM on Curve Inversion, Recessions, and a 15% S&P Rally?
Expect a recession.. also expect stocks to rally
Mar 30, 2022
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Market Rundown | JPM on Curve Inversion, Recessions, and a 15% S&P Rally?
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Founders: What to Buy Post Yield Curve Inversion
May 2
May 2, 2023
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Founders: What to Buy Post Yield Curve Inversion
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Market Rundown | JPM Says Stay Away from Tech, Bonds Aren't Done Selling Off
"Still too early to own duration: Bonds’ valuations are more attractive"
Apr 6, 2022
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Market Rundown | JPM Says Stay Away from Tech, Bonds Aren't Done Selling Off
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Founders Masterclass: Goldman's Bullish Commodity Report for September
Watch now (102 mins) | Breaking it Down
Aug 16, 2022
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Founders Masterclass: Goldman's Bullish Commodity Report for September
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"If Swap Dealers Aren't Selling Anymore, Who is?"
Watch now (95 mins) | Sunday CFTC CoT Discussion
Oct 14
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"If Swap Dealers Aren't Selling Anymore, Who is?"
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Weekly GoldFix: Gold Must Follow Silver Sunday
Goldman on Gold and Oil. Excellent macro
Aug 14, 2022
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Weekly GoldFix: Gold Must Follow Silver Sunday
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Founders: Thursday Macro Parallels by a Pro
March 30
Mar 30, 2023
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Founders: Thursday Macro Parallels by a Pro
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(Inverted) Yield Curves for Dummies, Reprise
The Fed paper was ridiculous and offensive.. so a couple guys wrote on it
Apr 3, 2022
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(Inverted) Yield Curves for Dummies, Reprise
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