Amazing analysis! Love the historic dive into long term trends. And it takes wisdom and humility to hold apparently contradictory views that we may have entered a period of heightened, dramatic downside risk and yet there could be another 10% upside (or more!) before things fall apart.
Amazing analysis! Love the historic dive into long term trends. And it takes wisdom and humility to hold apparently contradictory views that we may have entered a period of heightened, dramatic downside risk and yet there could be another 10% upside (or more!) before things fall apart.
Email me directly and I’ll send it to you. Just reply to the weekly update and I’ll get it.
Would you be willing to share what St Louis Fed index you are using? I’ve found similar data but it does not match up with your chart.