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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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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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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