It’s another week further into the macro backdrop that we have worked hard to anticipate for a long while now. Anticipation is one (sometimes frustrating) thing, but ‘actionable’ is quite another. We are now actionable. That does not mean run right out and act, it means that macro trends are jamming into gear and we can manage 2016 in a much more dynamic and fruitful way than 2015, which was about transition.
NFTRH 382 out now.
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