Sublime
An inspiration engine for ideas
Brookfield Asset Management has $750B in assets under management & 100+ yrs experience investing in the backbone of the economy
They call this “a hinge moment in history” w/profound implications for inflation, interest rates, & investing
Their macro update & investment plan…
Austin Liebermanx.com
I am convinced that my entire generation needs to watch this video of the CEO of Blackrock
 https://t.co/VBR1XsyTWm
Dividend Herox.com
Howard Marks just went on Bloomberg to share his views on Liberation Day.
Here are his insights on its economic impact and why he thinks US is still the best investment destination.
A thread 🧵 https://t.co/tqvDLGYwjJ
The End of The Beginning
aitkenadvisors.com
Felix Zulauf's big market calls for 2024 & beyond:
- S&P 500 makes minor new highs in Q1 2024 (4900) but this will be a "trap" that will suck in too much capital at the wrong price & cause a "big" decline. Oct 2022 lows (<3600) very much in play
- Bond rally likely to continue - for now. But... See more
Jack Farleyx.comThis is so good.   It’s going to be in 4 parts because it’s so long.
Stanley Druckenmiller’s 2023 forecast https://t.co/UfEkZVduhl
QE Infinityx.comI usually love @RayDalio but I think this is completely wrong. 
1) The change in economic policy is to incentive more free market competition in industrial focus areas and remove sprawling bureaucracy that impedes effective decision making, otherwise we cannot build infrastructure... See more
Andrew Côtéx.com