January 2024 Think Piece — GMI

Published on: February 7th, 2024

As is becoming tradition, this is a complimentary publication of the January issue of Global Macro Investor, Raoul’s institutional research service. GMI has kindly made it available to all RVIP and Pro members — we suggest it be accompanied by a comfortable chair, a coffee/drink, and the RV note-taking app. Enjoy.


  • SH
    Stephen H.
    9 February 2024 @ 03:36
    Thanks Raoul and team - I always appreciate the sharing of this piece. Always tempts me to go all in and join GMI… much appreciated!