Monday Macro: Turkey, core 12 month view, commercial real estate holds up, what next for natural gas markets
davidstevenson.substack.com
A quick note on the Turkish elections, plus why I think trickle up fiscal policy spells a decade of more redistribution, higher wealth taxes, and more handouts. It might even be good for investors.
Monday Macro: Turkey, core 12 month view, commercial real estate holds up, what next for natural gas markets
Monday Macro: Turkey, core 12 month view…
Monday Macro: Turkey, core 12 month view, commercial real estate holds up, what next for natural gas markets
A quick note on the Turkish elections, plus why I think trickle up fiscal policy spells a decade of more redistribution, higher wealth taxes, and more handouts. It might even be good for investors.