Month: March 2024

We’re big fans of Michael Howell, and he has been very right with his recent liquidity calls and increasing stock markets, gold and bitcoin prices, so anything written here shouldn’t be viewed as criticism, but checking if there is any confirmation bias on taking on his view. Michael Howell’s liquidity framework is primarily made up…Read More

For a long time financial analysts have been predicting a recession in the U.S. which has seemed to fail to emerge during 2023 and the start of 2024. This fear was due to many indicators, whether the yield curve inverting, leading economic indicators like the ISM, or simply the rapid increase in interest rates on…Read More