Happy Sunday – hope everyone is enjoying their weekend. We are turning 1.5 months old here at TMTB as we head into our first earnings season together – thank you to all our readers and all those who have recommended/shared us on Twitter or over e-mail; it has been great to talk and collaborate with many of you. I would love to hear any feedback if you would like to see me add anything to the newsletter as we head into earnings or if there’s something you would like to see more or less of. I will likely launch a more formal ideas product with performance tracking as we head into the new year but would love to hear from you if that’s something you would like.
Ok, lots to get to this weekend -- let’s start with the bigger picture first where we have become more cautious.
Despite geo-political fears, a hotter than expected CPI, oil nearing $100, an intensifying UAW strike, increasing treasury issuance, a standstill in the House, and an ugly Michigan sentiment release on Friday (lower co…
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