Ed Dowd: Beyond the Narrative
Ex BlackRock equity portfolio manager
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 16 | Founded | 2 years ago | Last Issue | 8 days ago |
| Active | |||||
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eddowdbeyondthenarrative.substack.c...Latest Issues
The Credit Markets Are Signaling the Fed Likely Made a Policy Error 2 Weeks Ago
That was fast
Two weeks ago I wrote “The Fed Hiked Interest Rates Into a Supply Shock: Was It The Right Move?” Where I basically outlined that the Committee had followed a 3-month T-bill signal to hike into a supply shock it cannot fix wit...
The Disastrous Disability Signal in the UK that Corroborates the US Data!
The Disability Signal Across the Atlantic
On August 11 I wrote US Disabilities Hit an All-Time High of 37 Million In July: UP 23% Since Feb 2021. The BLS Current Population Survey printed 37,029,000 Americans 16 and over reporting a disabi...
The Fed Hiked Interest Rates Into a Supply Shock: Was It The Right Move?
September FOMC Meeting: First Rate Hike Since July 2023
The FOMC did what the front end of the Treasury market (3-month T-bill) had been telegraphing for two weeks prior. On September 16 they voted unanimously to raise the fed funds rate 2...
The AI Game Of Thrones
Winter is coming for the AI industry, and the great houses are already drawing swords
On one side sit OpenAI and Anthropic, wrapping themselves in the banner of “safety”…House Monopoly. On the other sit the accelerationists including David...
The Post Labor Day AI Panic Psyop Has Been Launched!
Background
On Tuesday, September 8, the day after Labor Day weekend (love the timing!) a young man by the name of Jacob Coxon put out a post on X…his first post ever and it went mega viral. He is a former employee of both Anthropic and Ope...
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Authors
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Ex-Wall Street Professional now on Team Humanity. My book Cause Unknown: The Epidemic of Sudden death in 2021 & 2022 propelled me as an alternative voice during the pandemic and the economic implications that continue to plague us today.
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