AIA Economic Base Case For 2023. AIA Weekly Update 2-18-23

19.2.2023

Actionable Intelligence Alert

0:00

57:59

I give my base case for the economy and what I am looking at for the rest of the year. I caveat this by reiterating that I am not an economist. I am looking at data points that in the past have led to certain outcomes. Notably a recession.

However, keep in my mind that as new information comes in I may change my forecast and that forces me to change course with various investments. Again this is not investment advice.

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AIA Economic Base Case For 2023. AIA Weekly Update 2-18-23

Actionable Intelligence Alert

Flere episoder fra "Actionable Intelligence Alert"

New Swiss Physical Uranium Fund Created As Uranium Prices Break Higher. AIA Weekly Report 5-27-23

The biggest and broadest asset bubble I’ve ever studied, Stan Druckenmiller. AIA 5-13-23

The Banking Crisis Is Not Over. FED Says Banking System Is Ok. AIA Weekly 5-6-23

Cameco First Quarter Results Reaffirm Continued Nuclear Renaissance. AIA Weekly 4-29-23

Tracking The Impact Of Rate Increases And Tightening Liquidity. AIA Weekly Update 4-23-23

China Recovery Struggling? India Oil Demand Surging. Effect On Oil Demand. AIA Weekly 4-15-23

Yes Gold Is In A Bull Market. Why Most Will Lose Money Trading It. AIA 4-8-23

The move to a multi-polar world continues. AIA Weekly Update 4-1-23

But Janet Yellen Said We Would Never Have Another Banking Crisis. AIA Weekly 3-25-23

The US Must Inflate Or Die. AIA Weekly 3-18-23