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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Monthly Update - June 2023
July 7, 2023 •Nathan Willis
The Annie recession – always a day away
Tomorrow! Tomorrow! I love ya, Tomorrow!
You're always A day Away! - Annie
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Weekly Investment Update June 26, 2023
June 26, 2023 •Nathan Willis
Key Events: The “Annie recession” gives us mixed signals
The recession we’re waiting for is either ‘always a day away,’ or may be a ‘rolling’...
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Weekly Investment Update June 20, 2023
June 20, 2023 •Nathan Willis
Key Events: The Pause that refreshes
The Fed paused its rate hike campaign, indicating that two more rate hikes are likely in 2023.
Secretary of...
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Weekly Investment Update June 12, 2023
June 12, 2023 •Nathan Willis
Key Events: Crackdowns on Trump and Crypto
President Trump was indicted - the first indictment of an ex-president or candidate - on charges related...
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Monthly Update - May 2023
June 6, 2023 •Nathan Willis
Exploring the role of artificial intelligence:
Nathan: Write me a two-sentence summary of what has driven tech stock returns this year.
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Weekly Investment Update May 30, 2023
May 30, 2023 •Nathan Willis
Key Events: Crunch time
Debt ceiling negotiators inched towards a deal that would cap increases in federal spending.
Two more Fed presidents signaled...
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Weekly Investment Update May 22, 2023
May 22, 2023 •Nathan Willis
Key Events: Deal or no deal
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Weekly Investment Update May 15, 2023
May 15, 2023 •Nathan Willis
Key Events: Economic Goldilocks, but waning confidence
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