Here’s the video from last week’s July subscriber meeting with Chris Bell and James Davolos. We have Mish Shedlock lined up for August with a long list of important macro topics to discuss. If you’d like to be able to ask questions on the call, watch it live, and have access to the video a week early, please feel free to subscribe. Last time, we got some of our best questions from subscribers.
Overview: The Federal Reserve completed its September meeting and decided to cut the fed funds rate by 50bp (.5%). Significant items: The market knew the Fed would pivot...
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The long-awaited pivot is here. The Federal Reserve is going to cut the fed funds rate this week. Asset gatherers celebrate the opportunity to blow up another asset bubble....
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