Ironsides Macroeconomics 'It's Never Different This Time' Macroeconomic and public policy investment strategy
Ironsides Macroeconomics 'It's Never Different This Time' • 2 likes • 28 May 22 The Misunderstood Macro Environment Upside down growth, goods supply curve shift, Treasury already did QT, cyclicals ready to rip
Ironsides Macroeconomics 'It's Never Different This Time' • 1 likes • 30 Apr 22 Relief Rally Relief Rally, Domestic Demand, Corporate Investment, Asset Allocation
Ironsides Macroeconomics 'It's Never Different This Time' • 0 likes • 11 May 22 CPI Review Peak goods prices, housing getting close, reopening cross currents
Ironsides Macroeconomics 'It's Never Different This Time' • 0 likes • 14 May 22 A Liquidity, not a Credit, Cycle Liquidity reversal, credit cycles, inflation peak, buying opportunity, add some tech
Ironsides Macroeconomics 'It's Never Different This Time' • 0 likes • 21 May 22 The Despair Stage Inflation peak hits retailers, observations from NYC and reducing hedges
Ironsides Macroeconomics 'It's Never Different This Time' • 0 likes • 04 May 22 Employment Situation Preview Super tight labor market, will wage growth peak anyway and what it means for the Fed
Ironsides Macroeconomics 'It's Never Different This Time' • 0 likes • 07 May 22 Valuation comeuppance QT credibility, goods, house prices and wages peaking, valuation comeuppance