From Tariffs to 10-Baggers: My Mid-Year Portfolio Moves
May 18th, 2025 - Update
If you’ve been following me, you know I treat liquidity and credit availability as the ultimate green/red lights for mid-term investing. Below is every macro note I’ve posted since December 2024:
Dec 1 2024 – “From a monetary perspective, the U.S. environment remains favorable. M2 data suggests a slightly dovish stance, and easier credit is a boon for bu…
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