My mantra is simple and what drives my Macro-To-Micro trading style: Policies lead economy. Credit leads equities. And Volatility reprices everything.
My Gone Fishing Newsletter is divided into basically three parts:
- Reflections and Inflections
- Sector Watch
- Macro Considerations
Table of Contents The Story of 2020Growth At Any MeansFed > COVID, For nowFed Backstops Companies Small Businesses Should Matter Permanent Jobs Lost MattersThe Stock Market Is Not The Economy The Story of 2020 On Jan 22nd I wrote, “CoronaVirus will be the story of 2020″ and then proceeded to write, tweet, talk about Coronavirus heavily […]