We got many new subscribers after we were featured in Substack Reads over the weekend. Welcome!
An announcement for our readers: Tomorrow, we will be releasing the first installment of All About the Indicators, our new video series on macro economic indicators. Neil takes viewers through the whole waterfront of recognized macro signals, explains their various strengths and weaknesses, and offers his view on the current recession outlook. In the future, we expect to return to these indicators on a monthly basis to keep you apprised of where we see the economy heading.
The video will be sent tomorrow to Premium Members, who also receive exclusive access of the extensive presentation deck (180+ pages) that goes with it. As part of our unlocked launch period, other subscribers will be able to watch the video after a one-week delay. If you’d like to receive full access to tomorrow’s presentation, please consider subscribing as a Premium Member or upgrading your subscription. We appreciate your support, and thanks for listening.
Episode 4: Higher CPI, US into Armenia, Armored Trains, $6 Billion for Hostages, and Rising Truancy