Investment & Communication Angles

Investments, communications, investor and public relations…

Investments

Worth Reading 8.31.19

Investment Post

Macro Outlook 1

Macro Outlook 2

Joe Calhoun with Hedgeye

Case Shiller Home Price Index

Worth Reading 6.30.19

Investment Post

Chinese Selling Real Estate

Posted in Worth Reading on June 30, 2019 by stephenmbrennan. Leave a comment

Worth Reading 4.28.19

Investment Post

Posted in Worth Reading on April 28, 2019 by stephenmbrennan. Leave a comment

Worth Reading 2.28.19

Investment Post

Allocation Update

Market at the Crossroads

Posted in Worth Reading on February 28, 2019 by stephenmbrennan. Leave a comment

Worth Reading 1.15.19

Investment Post

Market Outlook

QE Bookkeeping

Bubbles and Hot Potatoes

Barron’s Roundtable

Posted in Worth Reading on January 15, 2019 by stephenmbrennan. Leave a comment

Worth Reading 12.27.18

I.C. Angles Investment Post

Biggest Market Threat

Bubbles and Hot Potatoes

Posted in Worth Reading on December 27, 2018 by stephenmbrennan. Leave a comment

Worth Reading 9.19.18

IC Investments Post

Macro Update

Eurodollar University I

Eurodollar University II

Potholes for Bull Market

Extrapolating Growth

Deflationary Decade(s)

Household Debt

Red Flag

Posted in Worth Reading on September 19, 2018 by stephenmbrennan. Leave a comment

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