If you could discuss the yield curve it would be helpful. The deviation from a normal upward sloping yield curve is an immediate problem that many are missing. Inflation, tight fed and liquidity problems equal a recipe for a waterfall decline. We'll see amigo....
One suggestion: can those slides/charts ppt be attached in the body of the article, so that the audience do not have to go back to the video to search for one particular chart
Esther - great suggestion. I will have to put them into the body of the post going forward as I am not able to upload and attach the PowerPoint deck that I used on this post after the fact. Good suggestion.
I liked the commentary. I feel if you did the narrative slides once a month, it really adds clarity and what you are seeing in the tea leaves. Reading what your thoughts are is helpful. but for me seeing you go over your analysis with the chart , was very informative. Thanks for your work on this.
Narrated slides are 👍
If you could discuss the yield curve it would be helpful. The deviation from a normal upward sloping yield curve is an immediate problem that many are missing. Inflation, tight fed and liquidity problems equal a recipe for a waterfall decline. We'll see amigo....
One suggestion: can those slides/charts ppt be attached in the body of the article, so that the audience do not have to go back to the video to search for one particular chart
Esther - great suggestion. I will have to put them into the body of the post going forward as I am not able to upload and attach the PowerPoint deck that I used on this post after the fact. Good suggestion.
Excellent
I like this format Rich, thanks for your thoughts and work here.
I like this format better because the audio is easier to consume on the go. Thanks for continuing to come out with new content.
Thank you Richard for sharing valuable insights. Cheers from Helsinki.
I really like this approach. Thanks much! <double thumbs up>
Great format -- I found it much easier to absorb the information in this format vs. reading the charts and post.
cool idea I like the video Richard...great stuff as always thank you for sharing.
Great presentation, material, and analysis Rich.
I liked the commentary. I feel if you did the narrative slides once a month, it really adds clarity and what you are seeing in the tea leaves. Reading what your thoughts are is helpful. but for me seeing you go over your analysis with the chart , was very informative. Thanks for your work on this.
Easier to follow the new format, love it, thanks from Madrid