Pro Macro: In Focus – It’s All About Debasement

Published on: August 21st, 2023

As we head into the summer, I thought it a good idea to take stock of everything to ensure we are all on the same page.


  • SS
    Scott S.
    21 August 2023 @ 18:16
    Good long term perspective Raoul. When you say "the Fed Balance Sheet will begin to grow in Q4 (I think it’s the banks that cause it, but more on this later) " would you wait for this "event" to put new money to work?
  • VM
    Veliko M.
    22 August 2023 @ 01:23
    @Raoul, based on your analysis, when would you say is a good time to add to positions. Would you average now or wait for some volatility down the line?
  • RR
    Raj R.
    24 October 2023 @ 15:30
    Great update