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The Intrepid Investor's Guidebook

C Scott Garliss

Harness the same analysis fund managers pay me $20,000/year to access. I spent over two decades helping some of the world’s largest mutual and hedge funds invest by making the complicated simple.

Platform
Substack
PricingFreemiumPublishesDaily
Issues549SubscribersRead cscottgarliss.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

PCE Holds Steady—And the Bond Market Sees Room to Exhale

Inflation’s glide path is flattening—and the Federal Reserve’s restrictive stance is quietly gaining traction. July’s personal consumption expenditures ("PCE") print should ease investors' worst-case fears and allow the bond market to breat...

3 months ago
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The Fed’s Blind Spot: What 950,000 Missing Jobs Could Mean

The Fed’s Blind Spot: What 950,000 Missing Jobs Could Mean

3 months ago
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PCE Points to Easing—and the Bull Run Has Room to Roam

* The Cleveland Fed expects July PCE growth of less than 0.2%.

3 months ago
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Macro Mispricing: Why Investors Are Underestimating the Fed’s Catch-Up Game

Editor’s Note: This is a piece I published at the end of August 2024. The setup then was similar to what we have now. Our central bank was on the verge of introducing rate cuts while others were looking to pause after having eased monetary ...

3 months ago
3
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Authors

The writers behind this newsletter.

  • C Scott Garliss

    Breaking down complicated topics into simple ideas for every type of investor. Spent over 20 years at some of the top investment banks, including First Union Securities, Wachovia Securities, and Stifel Nicolaus. Founder, BentPine Capital.

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