The February 2024 issue of my public newsletter is now available: https://www.lynalden.com/february-2024-newsletter/ It focuses on ongoing fiscal-vs-monetary forces, emerging signs of economic reacceleration, and the investing implications. https://m.primal.net/HfJQ.png
Thanks. Good article. It strikes me that the only cure for higher prices is higher prices, and prices are still pumping (ie, Powell hasnt done enough, and won't) So, we march closer to the edge of the abyss. Look out beliw.
amazing as always!! Lyns background as a systems engineer as opposed a traditionaly trained (macro)economist allows her to have a bias-free and unique approach to her analyses.. on top of that the texts are succint and free of unnecessary jargon👍🏼