Macro Strategy Insights

Inflection Point Overload?

Between 250th Celebrations, heat waves, power failures, and jet lag, I feel more discombobulated than I have in a long time (I do admit that I really liked a sign that I think was in PHX airport just past security – Recombobulation Area). I think that’s what I could use. 😊 In any case, last weekend’s ProSec™ Mid-Year Outlook is worth checking out. We had people send us several variations of the same theme – the concept is catching on for investors and corporations even if the name isn’t (yet). We also published our positive take on where Compute credit ... Inflection Point Overload?

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