The Woods by Mr Tree
Mr. TreeI am a tree. I write about markets. And geopolitics. And politics. And ideas. Could be anything really. Hope that helps.
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 5 | Founded | 4 years ago | Last Issue | 3 years ago |
| Active | |||||
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uneasytree.substack.comLatest Issues
Macro Note (May 2023)
Summary
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Globally synchronized recession looks baked into the cake. Timing is uncertain, but may have already started as early as the beginning of the year. Risk assets look mighty dangerous from here.
- GDP and GDI are two sid...
Macro Note (April 2023)
Summary:
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Econ data still weakening, but certainly holding up better than expected in some places likely due to “excess savings” and bigger than budgeted fiscal in the US.
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China reopening still an unknown quantity (how sheepish...
Macro Outlook (March 2023)
Summary
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Econ data in a downward trend.
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Avoiding a recession largely relies on a strong China reopening and or renewed US fiscal impulse (both possible).
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Rates would fall in a recession scenario, but this is unlikely to p...
Safe as Houses
I do not own a house but would like to. Herein I’ll be “talking my own book”, something worth remembering whenever reading any opinion piece.
Australian residential property has peaked. The bubble is bursting. The pain will cut wide and de...
Coming soon
I am a tree. I write about markets.
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Bronze Age tree, modern problems. He/Fir. Never take financial advice from a tree.
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