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Olduvai III: Catacylsm
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Is A “Classic End-Of-Cycle Melt-Up” Imminent?

Is A “Classic End-Of-Cycle Melt-Up” Imminent? Potential for the data deterioration theme to pause in the next quarter Phase 1 US-China deal could pivot Manufacturers from inventory destocking to restocking Key manufacturers talking about this potential on earnings calls This underappreciated catalyst could cause a temp bounce in the economic data, lift stocks and curve […]

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Want To See What Stagflation Looks Like?

Want To See What Stagflation Looks Like? Another undoubtedly firm inflation report as the tariff effect works its way through the pipeline. This means one thing; the stagflation narrative only strengthened today as the US economy slows in the face of supply side inflation. Want to see what stagflation looks like? 6m Avg. NFP = […]

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Olduvai IV: Courage
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Olduvai II: Exodus
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