CHG Market Commentary
Joshua Myers, CFAthe markets and life
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 226 | Subscribers | Read | cedarshillgroup.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
CHG Issue #206: FIRE
The great thing about demographics is they are slow moving and relatively straightforward in their cause-effect relationships. Over the long-term we know that economic growth = population growth + productivity growth. In the short term we m...
CHG Issue #205: From Software to Data Centers and Grids
Capital expenditure (capex) trends in the US over the past century have experienced dramatic shifts, especially in response to economic cycles, wars, new technologies, policy changes, and more recently, the buildout of AI and data center in...
No regular CHG Commentary this week
Happy Sunday everyone!
CHG Issue #204: From Smokestacks to Software
We often refer to the 40-year secular down trend in interest rates and its potential reversal as a significant macro-observation. We usually point to the chart below to illustrate this and while the chart tells a nice story it is only one s...
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Authors
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Builder of portfolios and businesses. Macro Strategy and Micro Execution.
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