YWR: Your Weekend Reading

YWR: Your Weekend Reading

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YWR: Your Weekend Reading
YWR: Your Weekend Reading
YWR: The $60 Trillion Canary
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YWR: The $60 Trillion Canary

Erik's avatar
Erik
Jan 21, 2022
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YWR: Your Weekend Reading
YWR: Your Weekend Reading
YWR: The $60 Trillion Canary
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Notes
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Disclosure: These are personal views, not investment recommendations.

Last week I listened to 5 hours of the Goldman Sachs outlook for 2022 webcast. It was hours of beautiful presentations, with teams of brilliant analysts and traders calling in from all over the world to give views on everything. We went over the Fed, the ECB, the outlook for inflati…

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