CHG Market Commentary
Joshua Myers, CFAthe markets and life
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 248 | Founded | 4 years ago | Last Issue | 8 days ago |
| Active | |||||
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cedarshillgroup.substack.comLatest Issues
CHG Issue #227: Truth, Technology, and the Crisis of Rules
The market did not like the Trump-Xi summit.
Stocks sold off. Treasuries fell. The dollar rallied. Precious metals were hit hard. The immediate interpretation was that the summit had failed to deliver. There were no grand declarations, no...
CHG Issue #226: How Empires Fall
We went back and reread our 2025 Macro Story and found it notable that outside of oil not much has changed for the markets this year despite the outbreak of war in the Middle East. This can mean many things, and we aren’t going to cover the...
CHG Issue #225: UAExit
Iran’s negotiating stance has hardened as IRGC Major General Ahmad Vahidi has consolidated power and endorsed hardline positions on the Strait of Hormuz and Iran’s nuclear program. Despite heavy military and naval losses, the IRGC has been...
CHG Issue #224: Seeking Accommodation
We’ve been zoomed in on the Iran war for the past few weeks even though the market has been looking through it since it started. That in and of itself is probably the most significant observation to take away from the whole affair. Stocks a...
CHG Issue #223: Survival or Ideology
We were ready to move on from writing about Iran, but this past weekend provided some vital information about the state of the Iranian regime and the current state of affairs in the Strait of Hormuz that demands our attention.
We’ve been f...
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