Economic Research - 22V Research

Economic Research:

It was not high conviction anyway

Gerard MacDonell March 14, 2023 11:02 AM

Another timid duration short

Gerard MacDonell March 13, 2023 5:31 PM

Yeah, no thanks

Gerard MacDonell March 12, 2023 2:49 PM

Contra Summers, this is exactly the right part of the cycle for the law

Gerard MacDonell March 12, 2023 10:53 AM

Some charts and additional commentary

Gerard MacDonell March 10, 2023 9:47 AM

Probably not 50, now

Gerard MacDonell March 10, 2023 9:16 AM

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