Monthly Update - August 2023
September 5, 2023 •Nathan Willis
Great Expectations
“Ask no questions, and you'll be told no lies.”
― Charles Dickens, Great Expectations
Strong economic data and stock returns this...
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Weekly Investment Update August 28, 2023
August 28, 2023 •Nathan Willis
Key Events: How close is "close"?
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Weekly Investment Update August 21, 2023
August 21, 2023 •Nathan Willis
Key Events: Acceleration
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Weekly Investment Update August 14, 2023
August 14, 2023 •Nathan Willis
Key Events: Downgrade: USA ✔️ Banks ✔️ Consumer ⚪
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Monthly Update - July 2023
August 7, 2023 •Nathan Willis
Michael Jordan teaches economics
In the 1990s, Spike Lee made a series of commercials for Air Jordan's featuring the contrast between the shoes and...
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Weekly Investment Update July 31, 2023
July 31, 2023 •Nathan Willis
Key Events: Mission accomplished!! (??)
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Weekly Investment Update July 24, 2023
July 24, 2023 •Nathan Willis
Key Events: A heat wave, but a cooling economy
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Weekly Investment Update July 17, 2023
July 17, 2023 •Nathan Willis
Key Events: Winning the inflation fight
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Weekly Investment Update July 10, 2023
July 10, 2023 •Nathan Willis
Key Events: A week without consensus
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