Weekly Investment Update July 10, 2023
July 10, 2023 •Nathan Willis
Key Events: A week without consensus
Read More
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’...
Read More
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...
Read More
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...
Read More
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...
Read More
Weekly Investment Update May 22, 2023
May 22, 2023 •Nathan Willis
Key Events: Deal or no deal
Read More
Weekly Investment Update May 15, 2023
May 15, 2023 •Nathan Willis
Key Events: Economic Goldilocks, but waning confidence
Read More
Weekly Investment Update May 8, 2023
May 8, 2023 •Nathan Willis
Key Events: All Clear – for the pandemic
Read More
Weekly Investment Update April 24, 2023
April 24, 2023 •Nathan Willis
Key Events: Rapid Unscheduled Disassembly
Read More
Weekly Investment Update April 17, 2023
April 17, 2023 •Nathan Willis
Key Events: Moderating
Read More