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Showing posts from July, 2021

July Week 4 - The Pavlovian Dip

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Defending Economics; The Pavlovian Dip; And an overwhelming number of updates: #BMY, #SDI, #IGG, #ULVR #FNX, #DUKE & #QTX

July Week 3 - Introducing Adjusted Inflation

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Weekly Review Covering: Everyone's favourite macroeconomic variable; Reducing #GAW - because a punch in the mouth reminds you that you had a plan; and Updates from #BOO, #AAZ, #SRC, #EMIS & #CLIG

July Week 2 - It was coming home, but it went to Rome

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It was coming home, but it went to Rome

July Week 1 - Optimistic Permabear - BS on the way up, BS on the way down

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Optimistic Permabear - BS on the way up, BS on the way down