The bigger the consolidation, the bigger the breakout.
Not much has changed in the macro environment between my last post in late-July and the end of October. However, recent market events are now signaling important shifts that need to be understood.
After a 3+ month hiatus, the Capital Notes newsletter will resume regular markets and macro commentary this coming week.
Thanks for the patience!
- Brant
Glad to have you back bud!l
Welcome back!