Fun Times Return
The past 18 months have not been fun for Macro Value analysis. There has only been one story, Funny Money, no analysis needed. Things are changing.
Yesterday we promised an interest rate study, it is still in progress but has led to some tangled aspects, maybe more like our “Its Complicated” web post recently, so maybe later today or over the weekend we will have something to present.
In the meantime, if you dig down into the CNBC blather, the Funny Money crowd has had to start playing defense as big daily swings in various areas are evolving. The Bubble is collapsing, and my much mentioned November 1 date looms.