
Don't Panic: Hitchhike through financial frontiers with my unique blend of macro insights, top-down analysis, sentiment tracking, and positioning expertise.
| Platform | Pricing | Freemium | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 74 | Subscribers | Read | markethitchhiker.com |
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S&P 500 Forward Earnings? Growing at a record pace
The spooky Challenger Job Cuts number triggers a risk-off move.
This is Part II of the Macro Update. In Part I, we looked at growth, the labor market, and inflation. If you haven’t read it yet, follow the link below:
First, I would like to apologise for not having written any macro update in the past month. It is a time-consuming exercise, and I was uber-focused on delivering the web app, which has a much higher impact on my immediate trading results.
Other publications recommended by the authors of this newsletter.
The writers behind this newsletter.
I’d far rather make money than be right any day.
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