May 25, 2023
First off, I must apologize for all the tech issues in the last couple weeks. Seriously, I've missed you guys. But coming back in inglorious fashion, we have to split a bottle of scotch over the potential likelihood of a US Government default. Though there's still a very low chance that a default does happen, there's...
May 12, 2023
Sorry for the short & solo presentation...some of us were still recovering from a hangover. But we wanted to give a quick update post CPI and what the market outlook vibes are now that we have a seemingly positive real interest rate. More to come in the next week!
Cheers,
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