Monday Macro: Happy New Year

2024 in the Rearview Mirror2024, plus a spin through some interesting charts from the last few weeks

Jan 06, 2025

∙ Paid

Programming note: After the last two weekly letters, normal weekly service resumes this week. Today is Monday Macro. Investment ideas will be on Wednesday (where we’ll discuss any changes to the Buy ), and on Friday, it will be Further Reading as usual (slightly shorter than normal).

Next week there will be no letters as I'm travelling in Vietnam.

What wa…

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