Not A Forecast But A Provocation
The thankless task of navigating risk when the Fed cuts rates owing to pressure from overseas.
Hey, Psychonauts
Here’s a sneak preview—this will drop on the Macroscopic YouTube channel in a week or so, but you’re getting the raw cut straight from my camera, with my son throwing in the captions and charts. Yeah, I’ll admit the hyperbole—this could be the biggest money-making window of the next 5 years. Or it could be the boldest delusion I’ve ever served up. Who knows? I’ve spent the weekend gnawing on this, and the doubts are still there, like a hangover you can’t shake.