The beauty of my alternate website is that it is just that, an alternate website where as much or as little can be posted as I want, without ads or pressure to have it be anything other than what it happens to be at any given time. So it features work by other people that I find interesting, helpful or otherwise respect. In the greater media’s sea of floating garbage my goal is to find some pearls.
This morning comes Callum Thomas of Top Down Charts* looking at key macro items, including one of interest to our ‘inflation trade’ thesis for the 1st half of 2018.
Here is the article, which includes several other key macro themes for 2018.
* “Top down” being my preferred way of analyzing markets, because when you get the sectors, assets and/or global regions nailed the investment picking within them is the relatively easy part.
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