@Hedgeye@KeithMcCullough Thanks for this free look today!
A @KeithMcCullough quote from a couple days ago that I really liked: “Those who pay the most attention get paid the most.” Observe is the first step in the OODA Loop. Pay Attention.
@HedgeyeUSA BTW, this phrase from yesterday is sticking with me: “the dopamine-as-a-service and attention-as-a-currency arc of humanity…”
Keep up the great work!
@HedgeyeFIG Today’s Macro Show was excellent. On top of the presented content, the Q&A was a masterpiece. Every Q had an off the cuff A that showed deep knowledge. I learned new details about M2 correlations, BTC frameworks and Fed Now. I also have to go try Audible!
Keep it up!
@Hedgeye
"The Fed's focus on the Services portion of the CPI is concerning because if they're focused on the most lagging components of inflation, that would certainly suggest a likely overshoot on the policy front." @HedgeyeFIG
Tune into The Macro Show: https://t.co/qLz6h4gKV0