21 Comments
Jan 28Liked by Maverick Equity Research

Solid research. Thanks!

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Glad to hear, welcome! Way more incoming ... a lot in the pipeline :).

It helps if you spread the word around by sharing this around.

Thank you!

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Jan 18Liked by Maverick Equity Research

Great collection of data. Thank you for distilling the crème de la crème of macro data for the week.

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glad to hear, cheers! :)

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Jan 16Liked by Maverick Equity Research

Great summary. People are usually not afraid of known unknowns(Recession), but they would have so much concern on unknown unknowns(Pandemic/War). If everyone predicts that there is hard landing or recession would coming soon, it could lead people try best to avoid the recession(move cash to safety asset such as T-bills or MMF) because the recession event is Known Unknown, we know the fact/hard data but have no idea about the precise time to when the recession would happen.(Oedipus effect)

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glad to hear! Great take ... fully agree ... cheers!

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Jan 15Liked by Maverick Equity Research

Good summary on the Labour Market!

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glad to hear, thank you for the feedback!

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Jan 15Liked by Maverick Equity Research

Great Charts And Summary. Thank You Always

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Jan 18·edited Jan 18Author

glad to hear, welcome, thank you for the feedback!

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Jan 15Liked by Maverick Equity Research

Beautiful place!! Regards

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author

hehe indeed, hard to complain with that one :) ... regards, have a great day!

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Mar 23Liked by Maverick Equity Research

great macro coverage! thx!

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welcome, edition 3 is work in progress, coming out soon, cheers!

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Feb 29Liked by Maverick Equity Research

Great analysis, I do think that we need to understand the impact of labour shortage and inflation, its the 1970s in reverse, but the result is the same. Inflation! https://open.substack.com/pub/danielduffy/p/why-with-full-employment-do-we-all?utm_source=share&utm_medium=android&r=25jsk8

We also need to understand the impact, Treasury bills are having on collateral>liquidity and the volcity of liquidity in the financial system.

https://open.substack.com/pub/danielduffy/p/the-sinister-use-of-the-tga-to-protect?utm_source=share&utm_medium=android&r=25jsk8

Each of with are inflationary, which the market markers are not talking about.

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Jan 18Liked by Maverick Equity Research

Welcome back Maverick!!! Hope you had a good holiday season. And needless to say, your posts never dissapoint. Looking forward to reading more of your work this year.

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author

Thank you, appreciate it! All good and refreshed :). Glad to hear! Same from my side for sure.

Have a great week!

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Jan 15Liked by Maverick Equity Research

Great summary! Thanks again 👍

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Jan 18·edited Jan 18Author

glad to hear, welcome, thank you for the feedback!

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Great take, looking forward that you cover this frequently, thx!

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thanks!

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