Tuesday morning was relatively quiet as the US came back online after the holiday, so I thought I'd take a minute to jot down a few observations for folks on this platform who might have missed the longer discussions over on my site this past weekend.
As usual, I'm not going to recap the full backstory on any of these issues, and that's not because I don't enjoy hearing myself talk (I do). Rather, it's become apparent to me that readers' marginal utility differs across platforms vis-à-vis the consumption of macro commentary and asset-class-level analysis.