Macro Strategy Insights

The Global Economy As An After School Special

This follows directly from Friday’s Warning, for lack of a better word, which leaned heavily on last weekend’s Be Afraid of Certainty, Not Uncertainty. Since anything can happen between the time this is distributed and “Liberation” Day, it seemed like a good time to take a view from 20,000 feet. Which leads me to discussing After School Specials. For those who don’t know, the After School Special was a type of TV show. Longer (1 hour) with a bigger budget than a typical show aimed at children. But there was always a message or a moral to the show. The ... The Global Economy As An After School Special

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