ELGE
9a753d4245b74ef90d9119f2586c1be508d180a77c021f1c86a0ce6dfea17e29
Trader, speculator, and amateur philosopher trying to connect dots and make big, undiversified bets.
My January 2024 newsletter is out now:
https://www.lynalden.com/january-2024-newsletter/
Main topics:
-Fiscal vs monetary divergence
-Why markets and the economy outperformed consensus expectations.
-The feedback loop of liquidity, asset prices, and the economy.
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GM this is my first time being here, so far so good...I like what I see
