Macro Strategy Insights

Trying Not to Flood Your Inbox

We often say that we “don’t flood your inbox” with distributions, but this week is certainly close as so much has been happening on the geopolitical and macro fronts. Rather than inundating you with new information, we think it is a good time to give everyone a chance to catch up on our recent thoughts and market calls. Especially if you get snowed in with the storm in the Northeast which is playing havoc with my desire to be in studio on Monday at 6am on Bloomberg TV. Geopolitics and Iran We began last weekend with an Analysis of the ... Trying Not to Flood Your Inbox

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