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 “consumer spending is up” 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 hasn’t, right - and you show the positive story rather well.

In the endless puzzle of financial markets, it’s important to get as many takes as you can so that you can keep the mental flexibility to adjust to what’s working and away from what isn’t.

Merry Christmas!

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