Macroeconomic and public policy investment strategy
| Platform |  | Pricing | Freemium | Publishes | Daily |
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Monday Morning Video Brief
A deep dive into the implications of Chairman Warsh's five task forces, fading headwinds from the four adverse demand shocks, and positioning changes
Read the note, Uncle Milty is Smiling
Uncle Milty is Smiling
A deep dive into the implications of Chairman Warsh's five task forces, fading headwinds from the four adverse demand shocks, and positioning changes
We strongly support Chairman Warsh’s five task forces objectives, like Chairman Warsh our...
Monday Morning Video Brief
Refunds: Tariff refunds began in May and are likely to boost earnings and margins for consumer sectors.
Read the note, Refunds
Refunds
Tariff refunds began in May and are likely to boost earnings and margins for consumer sectors.
We apologize for the delayed note this week, we returned to Colorado Sunday afternoon.
Monday Morning Video Brief
Note: Both introductory and paid subscribers are receiving the same video summary this week, we did not have time to record an abbreviated version. If you find the content helpful to your investment process, please consider subscribing. We...
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Ironsides Macroeconomics LLC is an independent provider of macroeconomic and public policy investment strategy. Our brand, 'It's Never Different This Time', underscores our use of historical analogs to better inform the business cycle.
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