January Think Piece — GMI

Published on: March 20th, 2023

Exclusively for Pro members… This is a complimentary publication of (most of) January’s Global Macro Investor, Raoul’s institutional research service. It’s got a review of 2022, a look ahead to 2023, and plenty of stuff to make you think. It’s difficult to look beyond the dramatic news cycle we’re all embroiled in right now, but it’s important to take a breath and look at the big picture…

Comments

  • WM
    William M.
    21 March 2023 @ 13:06
    Thank you Raoul. This is a monster pack and much appreciated.
  • AT
    Anthony T.
    21 March 2023 @ 15:52
    Thanks - Ive been looking forward to you releasing this.
  • KH
    Kevin H.
    21 March 2023 @ 23:03
    Thanks, Raoul! I love the thinking chimpanzee image at the start of your GMI reports. I can relate to it on so many levels!😜
  • IK
    Ivan K.
    22 March 2023 @ 01:53
    Thanks Raoul, Awesome stuff and great to see the reasoning behind the conviction.
  • TS
    TJ S.
    22 March 2023 @ 12:01
    thank you ,...
  • DC
    Dennis C.
    25 March 2023 @ 20:11
    #alwaysbelearning
  • MJ
    Marius J.
    9 April 2023 @ 19:59
    Thanks!
  • YC
    Yi C.
    19 April 2023 @ 19:32
    Hi Raoul, I noticed you put RHS in a lot of the charts and I wonder what it means it terms of calculations?
    • DS
      Dariusz S.
      22 August 2023 @ 10:41
      Right-hand side
  • IK
    Ivan K.
    23 April 2023 @ 14:08
    Awesome and thanks Raoul.