Really enjoyed this read, particularly when it comes to the importance of independent thinking when viewing macros. It's sometimes a tricky one interpreting data logically and also through the lens of how the markets would price it (last series of Powell comments on early cuts followed by the December FOMC meeting taught me that lol) but i guess this develops with more exposure and experience. appreciate your simplistic approach to conveying complex global and financial macro. great work Joe, happy holidays!
Thanks a tonne Emmanuel! I couldn't agree more, that's the hardest part- truly carrying forward independent thinking through the investment process. Going forward I'll delve deeper into how I go about thinking to portray my own process/framework. Much appreciated for your support, wishing you happy holidays with your family and a prosperous 2024! Glad to have you part of the MMH journey!
Really enjoyed this read, particularly when it comes to the importance of independent thinking when viewing macros. It's sometimes a tricky one interpreting data logically and also through the lens of how the markets would price it (last series of Powell comments on early cuts followed by the December FOMC meeting taught me that lol) but i guess this develops with more exposure and experience. appreciate your simplistic approach to conveying complex global and financial macro. great work Joe, happy holidays!
Thanks a tonne Emmanuel! I couldn't agree more, that's the hardest part- truly carrying forward independent thinking through the investment process. Going forward I'll delve deeper into how I go about thinking to portray my own process/framework. Much appreciated for your support, wishing you happy holidays with your family and a prosperous 2024! Glad to have you part of the MMH journey!