In the next month I will begin delivering a periodic newsletter (frequency TBD) that will cover events and topics in global financial markets, macroeconomics, and geopolitics. I will be sharing my commentary and insight on what is happening in markets. These are my notes, what I write about in this newsletter are topics I am researching, but it does not mean I am invested or looking to invest.
All of my notes shared here are open for review. Please share any comments, questions, or rebuttals.