The Weekend Note:
The Tough lot of the Innkeeper
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The macro investment community is littered with very smart folk suffering from PTSD related to having made premature recession calls starting in late 2022. The scar tissue from getting aggressively long bonds too early or from serial incineration of equity put premium is still itchy.
The Blind Squirrel Macro podcast is no longer a free show. For details check out note below 👇:
