7 Comments

Will you publish a 2024 forecast ?

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Dec 23, 2023Liked by Joseph Politano

Diamond Joe Biden is the Horace Bixby of presidents.

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Dec 23, 2023Liked by Joseph Politano

Great piece, as always! Just a small note that the link which reads ā€œconsumer spending is upā€ seems to point to the wrong FRED page.

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Dec 24, 2023Liked by Joseph Politano

Very good stuff Joe

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Dec 24, 2023Liked by Joseph Politano

Interesting piece.

I hear a lot of the negative side - who hasnā€™t, right - and you show the positive story rather well.

In the endless puzzle of financial markets, itā€™s important to get as many takes as you can so that you can keep the mental flexibility to adjust to whatā€™s working and away from what isnā€™t.

Merry Christmas!

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