November 5, 2019 - Notes From the Rabbit Hole

NFTRH; Updating Some Macro Pictures

A simple update using pictures and a few words to keep us abreast of the macro situation. Much of it reviews the work to date. First off, the VIX is…

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November 5, 2019

Inflation & Deflation / Notable Public Posts

Q4 2019: Global Macro Inflation/Reflation Trade Gaining Steam by the Day

October came and went. It's now November 5th with holiday (and Wall Street bonus) season directly ahead along with the 1 year anniversary of the Christmas Eve massacre in which…

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November 5, 2019