Beyond The Cycle
Alan DunneThe economic regime has changed. Most portfolios haven't. Macro, asset allocation and long-term investing for a new era.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 24 | Founded | 2 years ago | Last Issue | 18 days ago |
| Active | |||||
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beyondthecycle.substack.comLatest Issues
What's Really Going On With Kevin Warsh?
Kevin Warsh has spoken and has given clarity. Not forward guidance, but that was never investors’ gripe — it was the Missing Reaction Function.
At Jackson Hole Warsh filled in many of the blanks. He gave a read on the economy, he raised ke...
Bessent’s Yen Balancing Act
Photo by Cullen Cedric on Unsplash
Scott Bessent wants a stronger yen and a weaker US dollar, without having to sell US dollars or US Treasuries.
His carefully choreographed recent foray into the JPY again highlights the dilemma the US fa...
The Missing Reaction Function
The FOMC meets this week amid unusually high uncertainty.
According to the FT, markets are pricing a 38% chance of a rate hike up from 13% a week earlier. What’s more, the uncertainty around the outcome has translated into 50% more trading...
Gold’s Reality Check
Photo by Zlaťáky.cz on Unsplash
After rising nearly 250% between October 2022 and January of this year, sentiment towards gold has shifted markedly. The metal was down 14% in Q2, its worst quarter since Q2 2013. Having traded over $5,500/o...
The Hardware of Capitalism Still Runs. The Software is Broken.
Photo by David Pupăză on Unsplash
With equities back at close to all-time highs, powered by the strongest two-month move in the S&P 500 since April 2009, the bulls are back in control.
The concerns that have weighed on stocks this year (t...
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Authors
The writers behind this newsletter.
Three decades at the intersection of research, trading, asset allocation, and hedge fund selection. Founder & CIO Archive Capital Advisors and portfolio manager of the Regime-Adaptive Fund.
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