My July 2024 public investing newsletter is now available.
For the long term, it re-iterates a view toward fiscal dominance in the United States.
For the intermediate term, it focuses on how the U.S. economy is likely to be insensitive to interest rate cuts in the upcoming cycle, similar to how it was insensitive to interest rate hikes in the prior cycle.
https://www.lynalden.com/july-2024-newsletter/
For the long term, it re-iterates a view toward fiscal dominance in the United States.
For the intermediate term, it focuses on how the U.S. economy is likely to be insensitive to interest rate cuts in the upcoming cycle, similar to how it was insensitive to interest rate hikes in the prior cycle.
https://www.lynalden.com/july-2024-newsletter/
1
