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Markets are Bullish!
Don't fight the market short-term, but understand the stagflation bill is coming
 • 
Rishabh Das
The Historic Rotation Out of US Assets
What I am watching to know when it's time to re-deploy cash into the market
 • 
Rishabh Das
Honey, we shrunk the government
No recession risk yet - but wise to take down risk for now
 • 
Rishabh Das
1
US Economy Facing "Calculated Decline"
We are playing chicken: the decline will continue until either Trump or the Fed “blinks”
 • 
Rishabh Das
Can the market maintain its altitude?
Yes, but valuations are steep (altitude is high) so liquidity (fuel) is required
 • 
Rishabh Das
Weekly: October 24th, 2024
Record bond volatility reveals unease about rate cuts and election volatility
 • 
Rishabh Das
Weekly: October 15th, 2024
We are incrementally worse off this week in economic data; hedges might be prudent
 • 
Rishabh Das
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