
2024.06.22 Weekly
Max dovish
Max dovish
Reflexivity
Strong but moderating
Woozy
The Bear is still some ways off
Long and strong (not wrong)
Reexamining the bull-case
Stagflation deez nuts
We’re so back…
Time for some relief
Captain Dollar: Vanquisher of Mediocrity
Big focus on CPI, then Earnings