Weekly Update
MACRO
Not much to say on the macro side.
Last week, core inflation came in better than expected. So far, tariff-driven inflation hasn’t shown up.
Next week, we’ll get new data on M2 growth. I expect the posit…
+103% in 9 months. Rebalancing my “10X Best of ARKK” portfolio.
July 21, 2025 - Update
