4 Lights
Mike Virgilioeconomics | energy | government | lots of charts \ud83d\udcc8
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 51 | Subscribers | Read | 4lights.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
✂️ Cuttin' time - what's next for stocks?
So the Fed started a rate cutting cycle for the first time since late 2019 this week (people forget that the economy was pretty weak in late 2019 even before COVID struck). The big news wasn’t that a cutting cycle started, but that it was a...
The everything "crisis" 🚨
After observing politics and public policy for 20+ years, I can confidently say that the term “crisis” has been injected into nearly every policy circle: climate crisis; immigration crisis; doctor and nurse shortage crisis; debt crisis; hom...
⬆️ GDP nowcast: Q3, 2024: +3.0%
Just as markets have rebounded from the late-July/early-August crash, it seems like economic conditions are also recovering. The last nowcast showed economic conditions deteriorating throughout July, but the nowcast has now reversed course....
Forecast Friday 📈
* The S&P500 managed to close higher in August. I think most people (and my forecast model) are pretty surprised by the incredible turnaround. The model is pretty confident that the market will increase over the next 15 trading days. Howeve...
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economics | energy | government | lots of charts \ud83d\udcc8 more
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