Afleveringen
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This audio summarizes our note dated March 16, Stag Week
Note: The entire audio summary is outside the paywall this week, if you like it and are a free subscriber, please consider becoming an Ironsides Macro client.
Barry C. Knapp
Managing Partner
Director of Research
Ironsides Macroeconomics LLC
908-821-7584
https://www.linkedin.com/in/barry-c-knapp/
@barryknapp
This institutional communication has been prepared by Ironsides Macroeconomics LLC (âIronsides Macroeconomicsâ) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor should they be construed as financial, legal, tax or investment advice and do not constitute an opinion or recommendation by Ironsides Macroeconomics. You should consult appropriate advisors concerning such matters. This material presents information through the date indicated, is only a guide to the authorâs current expectations and is subject to revision by the author, though the author is under no obligation to do so. This material may contain commentary on: broad-based indices; economic, political, or market conditions; particular types of securities; and/or technical analysis concerning the demand and supply for a sector, index or industry based on trading volume and price. The views expressed herein are solely those of the author. This material should not be construed as a recommendation, or advice or an offer or solicitation with respect to the purchase or sale of any investment. The information in this report is not intended to provide a basis on which you could make an investment decision on any particular security or its issuer. This material is for sophisticated investors only. This document is intended for the recipient only and is not for distribution to anyone else or to the general public.
Certain information has been provided by and/or is based on third party sources and, although such information is believed to be reliable, no representation is made is made with respect to the accuracy, completeness or timeliness of such information. This information may be subject to change without notice. Ironsides Macroeconomics undertakes no obligation to maintain or update this material based on subsequent information and events or to provide you with any additional or supplemental information or any update to or correction of the information contained herein. Ironsides Macroeconomics, its officers, employees, affiliates and partners shall not be liable to any person in any way whatsoever for any losses, costs, or claims for your reliance on this material. Nothing herein is, or shall be relied on as, a promise or representation as to future performance. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Opinions expressed in this material may differ or be contrary to opinions expressed, or actions taken, by Ironsides Macroeconomics or its affiliates, or their respective officers, directors, or employees. In addition, any opinions and assumptions expressed herein are made as of the date of this communication and are subject to change and/or withdrawal without notice. Ironsides Macroeconomics or its affiliates may have positions in financial instruments mentioned, may have acquired such positions at prices no longer available, and may have interests different from or adverse to your interests or inconsistent with the advice herein. Ironsides Macroeconomics or its affiliates may advise issuers of financial instruments mentioned. No liability is accepted by Ironsides Macroeconomics, its officers, employees, affiliates or partners for any losses that may arise from any use of the information contained herein.
Any financial instruments mentioned herein are speculative in nature and may involve risk to principal and interest. Any prices or levels shown are either historical or purely indicative. This material does not take into account the particular investment objectives or financial circumstances, objectives or needs of any specific investor, and are not intended as recommendations of particular securities, investment products, or other financial products or strategies to particular clients. Securities, investment products, other financial products or strategies discussed herein may not be suitable for all investors. The recipient of this report must make its own independent decisions regarding any securities, investment products or other financial products mentioned herein.
The material should not be provided to any person in a jurisdiction where its provision or use would be contrary to local laws, rules or regulations. This material is not to be reproduced or redistributed to any other person or published in whole or in part for any purpose absent the written consent of Ironsides Macroeconomics.
© 2024 Ironsides Macroeconomics LLC.
This is a public episode. If youâd like to discuss this with other subscribers or get access to bonus episodes, visit ironsidesmacro.substack.com/subscribe -
This audio summarizes our annual year-in-review note dated December 24, The Year in Review: 5% or Bust
Barry C. Knapp
Managing Partner
Director of Research
Ironsides Macroeconomics LLC
908-821-7584
https://www.linkedin.com/in/barry-c-knapp/
@barryknapp
This institutional communication has been prepared by Ironsides Macroeconomics LLC (âIronsides Macroeconomicsâ) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor should they be construed as financial, legal, tax or investment advice and do not constitute an opinion or recommendation by Ironsides Macroeconomics. You should consult appropriate advisors concerning such matters. This material presents information through the date indicated, is only a guide to the authorâs current expectations and is subject to revision by the author, though the author is under no obligation to do so. This material may contain commentary on: broad-based indices; economic, political, or market conditions; particular types of securities; and/or technical analysis concerning the demand and supply for a sector, index or industry based on trading volume and price. The views expressed herein are solely those of the author. This material should not be construed as a recommendation, or advice or an offer or solicitation with respect to the purchase or sale of any investment. The information in this report is not intended to provide a basis on which you could make an investment decision on any particular security or its issuer. This material is for sophisticated investors only. This document is intended for the recipient only and is not for distribution to anyone else or to the general public.
Certain information has been provided by and/or is based on third party sources and, although such information is believed to be reliable, no representation is made is made with respect to the accuracy, completeness or timeliness of such information. This information may be subject to change without notice. Ironsides Macroeconomics undertakes no obligation to maintain or update this material based on subsequent information and events or to provide you with any additional or supplemental information or any update to or correction of the information contained herein. Ironsides Macroeconomics, its officers, employees, affiliates and partners shall not be liable to any person in any way whatsoever for any losses, costs, or claims for your reliance on this material. Nothing herein is, or shall be relied on as, a promise or representation as to future performance. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Opinions expressed in this material may differ or be contrary to opinions expressed, or actions taken, by Ironsides Macroeconomics or its affiliates, or their respective officers, directors, or employees. In addition, any opinions and assumptions expressed herein are made as of the date of this communication and are subject to change and/or withdrawal without notice. Ironsides Macroeconomics or its affiliates may have positions in financial instruments mentioned, may have acquired such positions at prices no longer available, and may have interests different from or adverse to your interests or inconsistent with the advice herein. Ironsides Macroeconomics or its affiliates may advise issuers of financial instruments mentioned. No liability is accepted by Ironsides Macroeconomics, its officers, employees, affiliates or partners for any losses that may arise from any use of the information contained herein.
Any financial instruments mentioned herein are speculative in nature and may involve risk to principal and interest. Any prices or levels shown are either historical or purely indicative. This material does not take into account the particular investment objectives or financial circumstances, objectives or needs of any specific investor, and are not intended as recommendations of particular securities, investment products, or other financial products or strategies to particular clients. Securities, investment products, other financial products or strategies discussed herein may not be suitable for all investors. The recipient of this report must make its own independent decisions regarding any securities, investment products or other financial products mentioned herein.
The material should not be provided to any person in a jurisdiction where its provision or use would be contrary to local laws, rules or regulations. This material is not to be reproduced or redistributed to any other person or published in whole or in part for any purpose absent the written consent of Ironsides Macroeconomics.
© 2023 Ironsides Macroeconomics LLC.
This is a public episode. If youâd like to discuss this with other subscribers or get access to bonus episodes, visit ironsidesmacro.substack.com/subscribe -
Zijn er afleveringen die ontbreken?
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This audio summarizes our November 25 note, Growth Scare Ahead
Barry C. Knapp
Managing Partner
Director of Research
Ironsides Macroeconomics LLC
908-821-7584
https://www.linkedin.com/in/barry-c-knapp/
@barryknapp
This institutional communication has been prepared by Ironsides Macroeconomics LLC (âIronsides Macroeconomicsâ) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor should they be construed as financial, legal, tax or investment advice and do not constitute an opinion or recommendation by Ironsides Macroeconomics. You should consult appropriate advisors concerning such matters. This material presents information through the date indicated, is only a guide to the authorâs current expectations and is subject to revision by the author, though the author is under no obligation to do so. This material may contain commentary on: broad-based indices; economic, political, or market conditions; particular types of securities; and/or technical analysis concerning the demand and supply for a sector, index or industry based on trading volume and price. The views expressed herein are solely those of the author. This material should not be construed as a recommendation, or advice or an offer or solicitation with respect to the purchase or sale of any investment. The information in this report is not intended to provide a basis on which you could make an investment decision on any particular security or its issuer. This material is for sophisticated investors only. This document is intended for the recipient only and is not for distribution to anyone else or to the general public.
Certain information has been provided by and/or is based on third party sources and, although such information is believed to be reliable, no representation is made is made with respect to the accuracy, completeness or timeliness of such information. This information may be subject to change without notice. Ironsides Macroeconomics undertakes no obligation to maintain or update this material based on subsequent information and events or to provide you with any additional or supplemental information or any update to or correction of the information contained herein. Ironsides Macroeconomics, its officers, employees, affiliates and partners shall not be liable to any person in any way whatsoever for any losses, costs, or claims for your reliance on this material. Nothing herein is, or shall be relied on as, a promise or representation as to future performance. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Opinions expressed in this material may differ or be contrary to opinions expressed, or actions taken, by Ironsides Macroeconomics or its affiliates, or their respective officers, directors, or employees. In addition, any opinions and assumptions expressed herein are made as of the date of this communication and are subject to change and/or withdrawal without notice. Ironsides Macroeconomics or its affiliates may have positions in financial instruments mentioned, may have acquired such positions at prices no longer available, and may have interests different from or adverse to your interests or inconsistent with the advice herein. Ironsides Macroeconomics or its affiliates may advise issuers of financial instruments mentioned. No liability is accepted by Ironsides Macroeconomics, its officers, employees, affiliates or partners for any losses that may arise from any use of the information contained herein.
Any financial instruments mentioned herein are speculative in nature and may involve risk to principal and interest. Any prices or levels shown are either historical or purely indicative. This material does not take into account the particular investment objectives or financial circumstances, objectives or needs of any specific investor, and are not intended as recommendations of particular securities, investment products, or other financial products or strategies to particular clients. Securities, investment products, other financial products or strategies discussed herein may not be suitable for all investors. The recipient of this report must make its own independent decisions regarding any securities, investment products or other financial products mentioned herein.
The material should not be provided to any person in a jurisdiction where its provision or use would be contrary to local laws, rules or regulations. This material is not to be reproduced or redistributed to any other person or published in whole or in part for any purpose absent the written consent of Ironsides Macroeconomics.
© 2023 Ironsides Macroeconomics LLC.
This is a public episode. If youâd like to discuss this with other subscribers or get access to bonus episodes, visit ironsidesmacro.substack.com/subscribe -
This audio summarizes our October 21 note, Demonetization.
Barry C. Knapp
Managing Partner
Director of Research
Ironsides Macroeconomics LLC
908-821-7584
https://www.linkedin.com/in/barry-c-knapp/
@barryknapp
This institutional communication has been prepared by Ironsides Macroeconomics LLC (âIronsides Macroeconomicsâ) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor should they be construed as financial, legal, tax or investment advice and do not constitute an opinion or recommendation by Ironsides Macroeconomics. You should consult appropriate advisors concerning such matters. This material presents information through the date indicated, is only a guide to the authorâs current expectations and is subject to revision by the author, though the author is under no obligation to do so. This material may contain commentary on: broad-based indices; economic, political, or market conditions; particular types of securities; and/or technical analysis concerning the demand and supply for a sector, index or industry based on trading volume and price. The views expressed herein are solely those of the author. This material should not be construed as a recommendation, or advice or an offer or solicitation with respect to the purchase or sale of any investment. The information in this report is not intended to provide a basis on which you could make an investment decision on any particular security or its issuer. This material is for sophisticated investors only. This document is intended for the recipient only and is not for distribution to anyone else or to the general public.
Certain information has been provided by and/or is based on third party sources and, although such information is believed to be reliable, no representation is made is made with respect to the accuracy, completeness or timeliness of such information. This information may be subject to change without notice. Ironsides Macroeconomics undertakes no obligation to maintain or update this material based on subsequent information and events or to provide you with any additional or supplemental information or any update to or correction of the information contained herein. Ironsides Macroeconomics, its officers, employees, affiliates and partners shall not be liable to any person in any way whatsoever for any losses, costs, or claims for your reliance on this material. Nothing herein is, or shall be relied on as, a promise or representation as to future performance. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Opinions expressed in this material may differ or be contrary to opinions expressed, or actions taken, by Ironsides Macroeconomics or its affiliates, or their respective officers, directors, or employees. In addition, any opinions and assumptions expressed herein are made as of the date of this communication and are subject to change and/or withdrawal without notice. Ironsides Macroeconomics or its affiliates may have positions in financial instruments mentioned, may have acquired such positions at prices no longer available, and may have interests different from or adverse to your interests or inconsistent with the advice herein. Ironsides Macroeconomics or its affiliates may advise issuers of financial instruments mentioned. No liability is accepted by Ironsides Macroeconomics, its officers, employees, affiliates or partners for any losses that may arise from any use of the information contained herein.
Any financial instruments mentioned herein are speculative in nature and may involve risk to principal and interest. Any prices or levels shown are either historical or purely indicative. This material does not take into account the particular investment objectives or financial circumstances, objectives or needs of any specific investor, and are not intended as recommendations of particular securities, investment products, or other financial products or strategies to particular clients. Securities, investment products, other financial products or strategies discussed herein may not be suitable for all investors. The recipient of this report must make its own independent decisions regarding any securities, investment products or other financial products mentioned herein.
The material should not be provided to any person in a jurisdiction where its provision or use would be contrary to local laws, rules or regulations. This material is not to be reproduced or redistributed to any other person or published in whole or in part for any purpose absent the written consent of Ironsides Macroeconomics.
© 2023 Ironsides Macroeconomics LLC.
This is a public episode. If youâd like to discuss this with other subscribers or get access to bonus episodes, visit ironsidesmacro.substack.com/subscribe -
This audio summarizes our August 28 note, Productivity & Policy: Jackson Hole Review
Barry C. Knapp
Managing Partner
Director of Research
Ironsides Macroeconomics LLC
908-821-7584
https://www.linkedin.com/in/barry-c-knapp/
@barryknapp
This institutional communication has been prepared by Ironsides Macroeconomics LLC (âIronsides Macroeconomicsâ) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor should they be construed as financial, legal, tax or investment advice and do not constitute an opinion or recommendation by Ironsides Macroeconomics. You should consult appropriate advisors concerning such matters. This material presents information through the date indicated, is only a guide to the authorâs current expectations and is subject to revision by the author, though the author is under no obligation to do so. This material may contain commentary on: broad-based indices; economic, political, or market conditions; particular types of securities; and/or technical analysis concerning the demand and supply for a sector, index or industry based on trading volume and price. The views expressed herein are solely those of the author. This material should not be construed as a recommendation, or advice or an offer or solicitation with respect to the purchase or sale of any investment. The information in this report is not intended to provide a basis on which you could make an investment decision on any particular security or its issuer. This material is for sophisticated investors only. This document is intended for the recipient only and is not for distribution to anyone else or to the general public.
Certain information has been provided by and/or is based on third party sources and, although such information is believed to be reliable, no representation is made is made with respect to the accuracy, completeness or timeliness of such information. This information may be subject to change without notice. Ironsides Macroeconomics undertakes no obligation to maintain or update this material based on subsequent information and events or to provide you with any additional or supplemental information or any update to or correction of the information contained herein. Ironsides Macroeconomics, its officers, employees, affiliates and partners shall not be liable to any person in any way whatsoever for any losses, costs, or claims for your reliance on this material. Nothing herein is, or shall be relied on as, a promise or representation as to future performance. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Opinions expressed in this material may differ or be contrary to opinions expressed, or actions taken, by Ironsides Macroeconomics or its affiliates, or their respective officers, directors, or employees. In addition, any opinions and assumptions expressed herein are made as of the date of this communication and are subject to change and/or withdrawal without notice. Ironsides Macroeconomics or its affiliates may have positions in financial instruments mentioned, may have acquired such positions at prices no longer available, and may have interests different from or adverse to your interests or inconsistent with the advice herein. Ironsides Macroeconomics or its affiliates may advise issuers of financial instruments mentioned. No liability is accepted by Ironsides Macroeconomics, its officers, employees, affiliates or partners for any losses that may arise from any use of the information contained herein.
Any financial instruments mentioned herein are speculative in nature and may involve risk to principal and interest. Any prices or levels shown are either historical or purely indicative. This material does not take into account the particular investment objectives or financial circumstances, objectives or needs of any specific investor, and are not intended as recommendations of particular securities, investment products, or other financial products or strategies to particular clients. Securities, investment products, other financial products or strategies discussed herein may not be suitable for all investors. The recipient of this report must make its own independent decisions regarding any securities, investment products or other financial products mentioned herein.
The material should not be provided to any person in a jurisdiction where its provision or use would be contrary to local laws, rules or regulations. This material is not to be reproduced or redistributed to any other person or published in whole or in part for any purpose absent the written consent of Ironsides Macroeconomics.
© 2023 Ironsides Macroeconomics LLC.
This is a public episode. If youâd like to discuss this with other subscribers or get access to bonus episodes, visit ironsidesmacro.substack.com/subscribe -
This audio summarizes our August 19 note, Tightening Financial Conditions
Barry C. Knapp
Managing Partner
Director of Research
Ironsides Macroeconomics LLC
908-821-7584
https://www.linkedin.com/in/barry-c-knapp/
@barryknapp
This institutional communication has been prepared by Ironsides Macroeconomics LLC (âIronsides Macroeconomicsâ) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor should they be construed as financial, legal, tax or investment advice and do not constitute an opinion or recommendation by Ironsides Macroeconomics. You should consult appropriate advisors concerning such matters. This material presents information through the date indicated, is only a guide to the authorâs current expectations and is subject to revision by the author, though the author is under no obligation to do so. This material may contain commentary on: broad-based indices; economic, political, or market conditions; particular types of securities; and/or technical analysis concerning the demand and supply for a sector, index or industry based on trading volume and price. The views expressed herein are solely those of the author. This material should not be construed as a recommendation, or advice or an offer or solicitation with respect to the purchase or sale of any investment. The information in this report is not intended to provide a basis on which you could make an investment decision on any particular security or its issuer. This material is for sophisticated investors only. This document is intended for the recipient only and is not for distribution to anyone else or to the general public.
Certain information has been provided by and/or is based on third party sources and, although such information is believed to be reliable, no representation is made is made with respect to the accuracy, completeness or timeliness of such information. This information may be subject to change without notice. Ironsides Macroeconomics undertakes no obligation to maintain or update this material based on subsequent information and events or to provide you with any additional or supplemental information or any update to or correction of the information contained herein. Ironsides Macroeconomics, its officers, employees, affiliates and partners shall not be liable to any person in any way whatsoever for any losses, costs, or claims for your reliance on this material. Nothing herein is, or shall be relied on as, a promise or representation as to future performance. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Opinions expressed in this material may differ or be contrary to opinions expressed, or actions taken, by Ironsides Macroeconomics or its affiliates, or their respective officers, directors, or employees. In addition, any opinions and assumptions expressed herein are made as of the date of this communication and are subject to change and/or withdrawal without notice. Ironsides Macroeconomics or its affiliates may have positions in financial instruments mentioned, may have acquired such positions at prices no longer available, and may have interests different from or adverse to your interests or inconsistent with the advice herein. Ironsides Macroeconomics or its affiliates may advise issuers of financial instruments mentioned. No liability is accepted by Ironsides Macroeconomics, its officers, employees, affiliates or partners for any losses that may arise from any use of the information contained herein.
Any financial instruments mentioned herein are speculative in nature and may involve risk to principal and interest. Any prices or levels shown are either historical or purely indicative. This material does not take into account the particular investment objectives or financial circumstances, objectives or needs of any specific investor, and are not intended as recommendations of particular securities, investment products, or other financial products or strategies to particular clients. Securities, investment products, other financial products or strategies discussed herein may not be suitable for all investors. The recipient of this report must make its own independent decisions regarding any securities, investment products or other financial products mentioned herein.
The material should not be provided to any person in a jurisdiction where its provision or use would be contrary to local laws, rules or regulations. This material is not to be reproduced or redistributed to any other person or published in whole or in part for any purpose absent the written consent of Ironsides Macroeconomics.
© 2023 Ironsides Macroeconomics LLC.
This is a public episode. If youâd like to discuss this with other subscribers or get access to bonus episodes, visit ironsidesmacro.substack.com/subscribe -
A Real Bear Steepener
Barry C. Knapp
Managing Partner
Director of Research
Ironsides Macroeconomics LLC
908-821-7584
https://www.linkedin.com/in/barry-c-knapp/
@barryknapp
This institutional communication has been prepared by Ironsides Macroeconomics LLC (âIronsides Macroeconomicsâ) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor should they be construed as financial, legal, tax or investment advice and do not constitute an opinion or recommendation by Ironsides Macroeconomics. You should consult appropriate advisors concerning such matters. This material presents information through the date indicated, is only a guide to the authorâs current expectations and is subject to revision by the author, though the author is under no obligation to do so. This material may contain commentary on: broad-based indices; economic, political, or market conditions; particular types of securities; and/or technical analysis concerning the demand and supply for a sector, index or industry based on trading volume and price. The views expressed herein are solely those of the author. This material should not be construed as a recommendation, or advice or an offer or solicitation with respect to the purchase or sale of any investment. The information in this report is not intended to provide a basis on which you could make an investment decision on any particular security or its issuer. This material is for sophisticated investors only. This document is intended for the recipient only and is not for distribution to anyone else or to the general public.
Certain information has been provided by and/or is based on third party sources and, although such information is believed to be reliable, no representation is made is made with respect to the accuracy, completeness or timeliness of such information. This information may be subject to change without notice. Ironsides Macroeconomics undertakes no obligation to maintain or update this material based on subsequent information and events or to provide you with any additional or supplemental information or any update to or correction of the information contained herein. Ironsides Macroeconomics, its officers, employees, affiliates and partners shall not be liable to any person in any way whatsoever for any losses, costs, or claims for your reliance on this material. Nothing herein is, or shall be relied on as, a promise or representation as to future performance. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Opinions expressed in this material may differ or be contrary to opinions expressed, or actions taken, by Ironsides Macroeconomics or its affiliates, or their respective officers, directors, or employees. In addition, any opinions and assumptions expressed herein are made as of the date of this communication and are subject to change and/or withdrawal without notice. Ironsides Macroeconomics or its affiliates may have positions in financial instruments mentioned, may have acquired such positions at prices no longer available, and may have interests different from or adverse to your interests or inconsistent with the advice herein. Ironsides Macroeconomics or its affiliates may advise issuers of financial instruments mentioned. No liability is accepted by Ironsides Macroeconomics, its officers, employees, affiliates or partners for any losses that may arise from any use of the information contained herein.
Any financial instruments mentioned herein are speculative in nature and may involve risk to principal and interest. Any prices or levels shown are either historical or purely indicative. This material does not take into account the particular investment objectives or financial circumstances, objectives or needs of any specific investor, and are not intended as recommendations of particular securities, investment products, or other financial products or strategies to particular clients. Securities, investment products, other financial products or strategies discussed herein may not be suitable for all investors. The recipient of this report must make its own independent decisions regarding any securities, investment products or other financial products mentioned herein.
The material should not be provided to any person in a jurisdiction where its provision or use would be contrary to local laws, rules or regulations. This material is not to be reproduced or redistributed to any other person or published in whole or in part for any purpose absent the written consent of Ironsides Macroeconomics.
© 2023 Ironsides Macroeconomics LLC.
This is a public episode. If youâd like to discuss this with other subscribers or get access to bonus episodes, visit ironsidesmacro.substack.com/subscribe -
This audio summarizes our July 31 note, Housing is Not Yet in Balance
Barry C. Knapp
Managing Partner
Director of Research
Ironsides Macroeconomics LLC
908-821-7584
https://www.linkedin.com/in/barry-c-knapp/
@barryknapp
This institutional communication has been prepared by Ironsides Macroeconomics LLC (âIronsides Macroeconomicsâ) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor should they be construed as financial, legal, tax or investment advice and do not constitute an opinion or recommendation by Ironsides Macroeconomics. You should consult appropriate advisors concerning such matters. This material presents information through the date indicated, is only a guide to the authorâs current expectations and is subject to revision by the author, though the author is under no obligation to do so. This material may contain commentary on: broad-based indices; economic, political, or market conditions; particular types of securities; and/or technical analysis concerning the demand and supply for a sector, index or industry based on trading volume and price. The views expressed herein are solely those of the author. This material should not be construed as a recommendation, or advice or an offer or solicitation with respect to the purchase or sale of any investment. The information in this report is not intended to provide a basis on which you could make an investment decision on any particular security or its issuer. This material is for sophisticated investors only. This document is intended for the recipient only and is not for distribution to anyone else or to the general public.
Certain information has been provided by and/or is based on third party sources and, although such information is believed to be reliable, no representation is made is made with respect to the accuracy, completeness or timeliness of such information. This information may be subject to change without notice. Ironsides Macroeconomics undertakes no obligation to maintain or update this material based on subsequent information and events or to provide you with any additional or supplemental information or any update to or correction of the information contained herein. Ironsides Macroeconomics, its officers, employees, affiliates and partners shall not be liable to any person in any way whatsoever for any losses, costs, or claims for your reliance on this material. Nothing herein is, or shall be relied on as, a promise or representation as to future performance. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Opinions expressed in this material may differ or be contrary to opinions expressed, or actions taken, by Ironsides Macroeconomics or its affiliates, or their respective officers, directors, or employees. In addition, any opinions and assumptions expressed herein are made as of the date of this communication and are subject to change and/or withdrawal without notice. Ironsides Macroeconomics or its affiliates may have positions in financial instruments mentioned, may have acquired such positions at prices no longer available, and may have interests different from or adverse to your interests or inconsistent with the advice herein. Ironsides Macroeconomics or its affiliates may advise issuers of financial instruments mentioned. No liability is accepted by Ironsides Macroeconomics, its officers, employees, affiliates or partners for any losses that may arise from any use of the information contained herein.
Any financial instruments mentioned herein are speculative in nature and may involve risk to principal and interest. Any prices or levels shown are either historical or purely indicative. This material does not take into account the particular investment objectives or financial circumstances, objectives or needs of any specific investor, and are not intended as recommendations of particular securities, investment products, or other financial products or strategies to particular clients. Securities, investment products, other financial products or strategies discussed herein may not be suitable for all investors. The recipient of this report must make its own independent decisions regarding any securities, investment products or other financial products mentioned herein.
The material should not be provided to any person in a jurisdiction where its provision or use would be contrary to local laws, rules or regulations. This material is not to be reproduced or redistributed to any other person or published in whole or in part for any purpose absent the written consent of Ironsides Macroeconomics.
© 2023 Ironsides Macroeconomics LLC.
This is a public episode. If youâd like to discuss this with other subscribers or get access to bonus episodes, visit ironsidesmacro.substack.com/subscribe -
This audio summarizes our July 22 note, Unstable Equilibrium
Barry C. Knapp
Managing Partner
Director of Research
Ironsides Macroeconomics LLC
908-821-7584
https://www.linkedin.com/in/barry-c-knapp/
@barryknapp
This institutional communication has been prepared by Ironsides Macroeconomics LLC (âIronsides Macroeconomicsâ) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor should they be construed as financial, legal, tax or investment advice and do not constitute an opinion or recommendation by Ironsides Macroeconomics. You should consult appropriate advisors concerning such matters. This material presents information through the date indicated, is only a guide to the authorâs current expectations and is subject to revision by the author, though the author is under no obligation to do so. This material may contain commentary on: broad-based indices; economic, political, or market conditions; particular types of securities; and/or technical analysis concerning the demand and supply for a sector, index or industry based on trading volume and price. The views expressed herein are solely those of the author. This material should not be construed as a recommendation, or advice or an offer or solicitation with respect to the purchase or sale of any investment. The information in this report is not intended to provide a basis on which you could make an investment decision on any particular security or its issuer. This material is for sophisticated investors only. This document is intended for the recipient only and is not for distribution to anyone else or to the general public.
Certain information has been provided by and/or is based on third party sources and, although such information is believed to be reliable, no representation is made is made with respect to the accuracy, completeness or timeliness of such information. This information may be subject to change without notice. Ironsides Macroeconomics undertakes no obligation to maintain or update this material based on subsequent information and events or to provide you with any additional or supplemental information or any update to or correction of the information contained herein. Ironsides Macroeconomics, its officers, employees, affiliates and partners shall not be liable to any person in any way whatsoever for any losses, costs, or claims for your reliance on this material. Nothing herein is, or shall be relied on as, a promise or representation as to future performance. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Opinions expressed in this material may differ or be contrary to opinions expressed, or actions taken, by Ironsides Macroeconomics or its affiliates, or their respective officers, directors, or employees. In addition, any opinions and assumptions expressed herein are made as of the date of this communication and are subject to change and/or withdrawal without notice. Ironsides Macroeconomics or its affiliates may have positions in financial instruments mentioned, may have acquired such positions at prices no longer available, and may have interests different from or adverse to your interests or inconsistent with the advice herein. Ironsides Macroeconomics or its affiliates may advise issuers of financial instruments mentioned. No liability is accepted by Ironsides Macroeconomics, its officers, employees, affiliates or partners for any losses that may arise from any use of the information contained herein.
Any financial instruments mentioned herein are speculative in nature and may involve risk to principal and interest. Any prices or levels shown are either historical or purely indicative. This material does not take into account the particular investment objectives or financial circumstances, objectives or needs of any specific investor, and are not intended as recommendations of particular securities, investment products, or other financial products or strategies to particular clients. Securities, investment products, other financial products or strategies discussed herein may not be suitable for all investors. The recipient of this report must make its own independent decisions regarding any securities, investment products or other financial products mentioned herein.
The material should not be provided to any person in a jurisdiction where its provision or use would be contrary to local laws, rules or regulations. This material is not to be reproduced or redistributed to any other person or published in whole or in part for any purpose absent the written consent of Ironsides Macroeconomics.
© 2023 Ironsides Macroeconomics LLC.
This is a public episode. If youâd like to discuss this with other subscribers or get access to bonus episodes, visit ironsidesmacro.substack.com/subscribe -
This audio summarizes our July 15 note, The Path from 9 to 3, now what?
Barry C. Knapp
Managing Partner
Director of Research
Ironsides Macroeconomics LLC
908-821-7584
https://www.linkedin.com/in/barry-c-knapp/
@barryknapp
This institutional communication has been prepared by Ironsides Macroeconomics LLC (âIronsides Macroeconomicsâ) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor should they be construed as financial, legal, tax or investment advice and do not constitute an opinion or recommendation by Ironsides Macroeconomics. You should consult appropriate advisors concerning such matters. This material presents information through the date indicated, is only a guide to the authorâs current expectations and is subject to revision by the author, though the author is under no obligation to do so. This material may contain commentary on: broad-based indices; economic, political, or market conditions; particular types of securities; and/or technical analysis concerning the demand and supply for a sector, index or industry based on trading volume and price. The views expressed herein are solely those of the author. This material should not be construed as a recommendation, or advice or an offer or solicitation with respect to the purchase or sale of any investment. The information in this report is not intended to provide a basis on which you could make an investment decision on any particular security or its issuer. This material is for sophisticated investors only. This document is intended for the recipient only and is not for distribution to anyone else or to the general public.
Certain information has been provided by and/or is based on third party sources and, although such information is believed to be reliable, no representation is made is made with respect to the accuracy, completeness or timeliness of such information. This information may be subject to change without notice. Ironsides Macroeconomics undertakes no obligation to maintain or update this material based on subsequent information and events or to provide you with any additional or supplemental information or any update to or correction of the information contained herein. Ironsides Macroeconomics, its officers, employees, affiliates and partners shall not be liable to any person in any way whatsoever for any losses, costs, or claims for your reliance on this material. Nothing herein is, or shall be relied on as, a promise or representation as to future performance. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Opinions expressed in this material may differ or be contrary to opinions expressed, or actions taken, by Ironsides Macroeconomics or its affiliates, or their respective officers, directors, or employees. In addition, any opinions and assumptions expressed herein are made as of the date of this communication and are subject to change and/or withdrawal without notice. Ironsides Macroeconomics or its affiliates may have positions in financial instruments mentioned, may have acquired such positions at prices no longer available, and may have interests different from or adverse to your interests or inconsistent with the advice herein. Ironsides Macroeconomics or its affiliates may advise issuers of financial instruments mentioned. No liability is accepted by Ironsides Macroeconomics, its officers, employees, affiliates or partners for any losses that may arise from any use of the information contained herein.
Any financial instruments mentioned herein are speculative in nature and may involve risk to principal and interest. Any prices or levels shown are either historical or purely indicative. This material does not take into account the particular investment objectives or financial circumstances, objectives or needs of any specific investor, and are not intended as recommendations of particular securities, investment products, or other financial products or strategies to particular clients. Securities, investment products, other financial products or strategies discussed herein may not be suitable for all investors. The recipient of this report must make its own independent decisions regarding any securities, investment products or other financial products mentioned herein.
The material should not be provided to any person in a jurisdiction where its provision or use would be contrary to local laws, rules or regulations. This material is not to be reproduced or redistributed to any other person or published in whole or in part for any purpose absent the written consent of Ironsides Macroeconomics.
© 2023 Ironsides Macroeconomics LLC.
This is a public episode. If youâd like to discuss this with other subscribers or get access to bonus episodes, visit ironsidesmacro.substack.com/subscribe -
This audio summarizes our July 2 note, PTSD or Productivity Boom
Barry C. Knapp
Managing Partner
Director of Research
Ironsides Macroeconomics LLC
908-821-7584
https://www.linkedin.com/in/barry-c-knapp/
@barryknapp
This institutional communication has been prepared by Ironsides Macroeconomics LLC (âIronsides Macroeconomicsâ) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor should they be construed as financial, legal, tax or investment advice and do not constitute an opinion or recommendation by Ironsides Macroeconomics. You should consult appropriate advisors concerning such matters. This material presents information through the date indicated, is only a guide to the authorâs current expectations and is subject to revision by the author, though the author is under no obligation to do so. This material may contain commentary on: broad-based indices; economic, political, or market conditions; particular types of securities; and/or technical analysis concerning the demand and supply for a sector, index or industry based on trading volume and price. The views expressed herein are solely those of the author. This material should not be construed as a recommendation, or advice or an offer or solicitation with respect to the purchase or sale of any investment. The information in this report is not intended to provide a basis on which you could make an investment decision on any particular security or its issuer. This material is for sophisticated investors only. This document is intended for the recipient only and is not for distribution to anyone else or to the general public.
Certain information has been provided by and/or is based on third party sources and, although such information is believed to be reliable, no representation is made is made with respect to the accuracy, completeness or timeliness of such information. This information may be subject to change without notice. Ironsides Macroeconomics undertakes no obligation to maintain or update this material based on subsequent information and events or to provide you with any additional or supplemental information or any update to or correction of the information contained herein. Ironsides Macroeconomics, its officers, employees, affiliates and partners shall not be liable to any person in any way whatsoever for any losses, costs, or claims for your reliance on this material. Nothing herein is, or shall be relied on as, a promise or representation as to future performance. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Opinions expressed in this material may differ or be contrary to opinions expressed, or actions taken, by Ironsides Macroeconomics or its affiliates, or their respective officers, directors, or employees. In addition, any opinions and assumptions expressed herein are made as of the date of this communication and are subject to change and/or withdrawal without notice. Ironsides Macroeconomics or its affiliates may have positions in financial instruments mentioned, may have acquired such positions at prices no longer available, and may have interests different from or adverse to your interests or inconsistent with the advice herein. Ironsides Macroeconomics or its affiliates may advise issuers of financial instruments mentioned. No liability is accepted by Ironsides Macroeconomics, its officers, employees, affiliates or partners for any losses that may arise from any use of the information contained herein.
Any financial instruments mentioned herein are speculative in nature and may involve risk to principal and interest. Any prices or levels shown are either historical or purely indicative. This material does not take into account the particular investment objectives or financial circumstances, objectives or needs of any specific investor, and are not intended as recommendations of particular securities, investment products, or other financial products or strategies to particular clients. Securities, investment products, other financial products or strategies discussed herein may not be suitable for all investors. The recipient of this report must make its own independent decisions regarding any securities, investment products or other financial products mentioned herein.
The material should not be provided to any person in a jurisdiction where its provision or use would be contrary to local laws, rules or regulations. This material is not to be reproduced or redistributed to any other person or published in whole or in part for any purpose absent the written consent of Ironsides Macroeconomics.
© 2023 Ironsides Macroeconomics LLC.
This is a public episode. If youâd like to discuss this with other subscribers or get access to bonus episodes, visit ironsidesmacro.substack.com/subscribe -
This audio summarizes our June 17 note, Shouldn't Call it a Skip
Barry C. Knapp
Managing Partner
Director of Research
Ironsides Macroeconomics LLC
908-821-7584
https://www.linkedin.com/in/barry-c-knapp/
@barryknapp
This institutional communication has been prepared by Ironsides Macroeconomics LLC (âIronsides Macroeconomicsâ) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor should they be construed as financial, legal, tax or investment advice and do not constitute an opinion or recommendation by Ironsides Macroeconomics. You should consult appropriate advisors concerning such matters. This material presents information through the date indicated, is only a guide to the authorâs current expectations and is subject to revision by the author, though the author is under no obligation to do so. This material may contain commentary on: broad-based indices; economic, political, or market conditions; particular types of securities; and/or technical analysis concerning the demand and supply for a sector, index or industry based on trading volume and price. The views expressed herein are solely those of the author. This material should not be construed as a recommendation, or advice or an offer or solicitation with respect to the purchase or sale of any investment. The information in this report is not intended to provide a basis on which you could make an investment decision on any particular security or its issuer. This material is for sophisticated investors only. This document is intended for the recipient only and is not for distribution to anyone else or to the general public.
Certain information has been provided by and/or is based on third party sources and, although such information is believed to be reliable, no representation is made is made with respect to the accuracy, completeness or timeliness of such information. This information may be subject to change without notice. Ironsides Macroeconomics undertakes no obligation to maintain or update this material based on subsequent information and events or to provide you with any additional or supplemental information or any update to or correction of the information contained herein. Ironsides Macroeconomics, its officers, employees, affiliates and partners shall not be liable to any person in any way whatsoever for any losses, costs, or claims for your reliance on this material. Nothing herein is, or shall be relied on as, a promise or representation as to future performance. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Opinions expressed in this material may differ or be contrary to opinions expressed, or actions taken, by Ironsides Macroeconomics or its affiliates, or their respective officers, directors, or employees. In addition, any opinions and assumptions expressed herein are made as of the date of this communication and are subject to change and/or withdrawal without notice. Ironsides Macroeconomics or its affiliates may have positions in financial instruments mentioned, may have acquired such positions at prices no longer available, and may have interests different from or adverse to your interests or inconsistent with the advice herein. Ironsides Macroeconomics or its affiliates may advise issuers of financial instruments mentioned. No liability is accepted by Ironsides Macroeconomics, its officers, employees, affiliates or partners for any losses that may arise from any use of the information contained herein.
Any financial instruments mentioned herein are speculative in nature and may involve risk to principal and interest. Any prices or levels shown are either historical or purely indicative. This material does not take into account the particular investment objectives or financial circumstances, objectives or needs of any specific investor, and are not intended as recommendations of particular securities, investment products, or other financial products or strategies to particular clients. Securities, investment products, other financial products or strategies discussed herein may not be suitable for all investors. The recipient of this report must make its own independent decisions regarding any securities, investment products or other financial products mentioned herein.
The material should not be provided to any person in a jurisdiction where its provision or use would be contrary to local laws, rules or regulations. This material is not to be reproduced or redistributed to any other person or published in whole or in part for any purpose absent the written consent of Ironsides Macroeconomics.
© 2023 Ironsides Macroeconomics LLC.
This is a public episode. If youâd like to discuss this with other subscribers or get access to bonus episodes, visit ironsidesmacro.substack.com/subscribe -
This audio summarizes our May 20 note, Liquidity Climate Change
Barry C. Knapp
Managing Partner
Director of Research
Ironsides Macroeconomics LLC
908-821-7584
https://www.linkedin.com/in/barry-c-knapp/
@barryknapp
This institutional communication has been prepared by Ironsides Macroeconomics LLC (âIronsides Macroeconomicsâ) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor should they be construed as financial, legal, tax or investment advice and do not constitute an opinion or recommendation by Ironsides Macroeconomics. You should consult appropriate advisors concerning such matters. This material presents information through the date indicated, is only a guide to the authorâs current expectations and is subject to revision by the author, though the author is under no obligation to do so. This material may contain commentary on: broad-based indices; economic, political, or market conditions; particular types of securities; and/or technical analysis concerning the demand and supply for a sector, index or industry based on trading volume and price. The views expressed herein are solely those of the author. This material should not be construed as a recommendation, or advice or an offer or solicitation with respect to the purchase or sale of any investment. The information in this report is not intended to provide a basis on which you could make an investment decision on any particular security or its issuer. This material is for sophisticated investors only. This document is intended for the recipient only and is not for distribution to anyone else or to the general public.
Certain information has been provided by and/or is based on third party sources and, although such information is believed to be reliable, no representation is made is made with respect to the accuracy, completeness or timeliness of such information. This information may be subject to change without notice. Ironsides Macroeconomics undertakes no obligation to maintain or update this material based on subsequent information and events or to provide you with any additional or supplemental information or any update to or correction of the information contained herein. Ironsides Macroeconomics, its officers, employees, affiliates and partners shall not be liable to any person in any way whatsoever for any losses, costs, or claims for your reliance on this material. Nothing herein is, or shall be relied on as, a promise or representation as to future performance. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Opinions expressed in this material may differ or be contrary to opinions expressed, or actions taken, by Ironsides Macroeconomics or its affiliates, or their respective officers, directors, or employees. In addition, any opinions and assumptions expressed herein are made as of the date of this communication and are subject to change and/or withdrawal without notice. Ironsides Macroeconomics or its affiliates may have positions in financial instruments mentioned, may have acquired such positions at prices no longer available, and may have interests different from or adverse to your interests or inconsistent with the advice herein. Ironsides Macroeconomics or its affiliates may advise issuers of financial instruments mentioned. No liability is accepted by Ironsides Macroeconomics, its officers, employees, affiliates or partners for any losses that may arise from any use of the information contained herein.
Any financial instruments mentioned herein are speculative in nature and may involve risk to principal and interest. Any prices or levels shown are either historical or purely indicative. This material does not take into account the particular investment objectives or financial circumstances, objectives or needs of any specific investor, and are not intended as recommendations of particular securities, investment products, or other financial products or strategies to particular clients. Securities, investment products, other financial products or strategies discussed herein may not be suitable for all investors. The recipient of this report must make its own independent decisions regarding any securities, investment products or other financial products mentioned herein.
The material should not be provided to any person in a jurisdiction where its provision or use would be contrary to local laws, rules or regulations. This material is not to be reproduced or redistributed to any other person or published in whole or in part for any purpose absent the written consent of Ironsides Macroeconomics.
© 2023 Ironsides Macroeconomics LLC.
This is a public episode. If youâd like to discuss this with other subscribers or get access to bonus episodes, visit ironsidesmacro.substack.com/subscribe -
This audio summarizes our May 13 note, The Fed's Trilemma
We removed the paywall from the referenced note, it is particularly dense. Please have a look.
Barry C. Knapp
Managing Partner
Director of Research
Ironsides Macroeconomics LLC
908-821-7584
https://www.linkedin.com/in/barry-c-knapp/
@barryknapp
This institutional communication has been prepared by Ironsides Macroeconomics LLC (âIronsides Macroeconomicsâ) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor should they be construed as financial, legal, tax or investment advice and do not constitute an opinion or recommendation by Ironsides Macroeconomics. You should consult appropriate advisors concerning such matters. This material presents information through the date indicated, is only a guide to the authorâs current expectations and is subject to revision by the author, though the author is under no obligation to do so. This material may contain commentary on: broad-based indices; economic, political, or market conditions; particular types of securities; and/or technical analysis concerning the demand and supply for a sector, index or industry based on trading volume and price. The views expressed herein are solely those of the author. This material should not be construed as a recommendation, or advice or an offer or solicitation with respect to the purchase or sale of any investment. The information in this report is not intended to provide a basis on which you could make an investment decision on any particular security or its issuer. This material is for sophisticated investors only. This document is intended for the recipient only and is not for distribution to anyone else or to the general public.
Certain information has been provided by and/or is based on third party sources and, although such information is believed to be reliable, no representation is made is made with respect to the accuracy, completeness or timeliness of such information. This information may be subject to change without notice. Ironsides Macroeconomics undertakes no obligation to maintain or update this material based on subsequent information and events or to provide you with any additional or supplemental information or any update to or correction of the information contained herein. Ironsides Macroeconomics, its officers, employees, affiliates and partners shall not be liable to any person in any way whatsoever for any losses, costs, or claims for your reliance on this material. Nothing herein is, or shall be relied on as, a promise or representation as to future performance. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Opinions expressed in this material may differ or be contrary to opinions expressed, or actions taken, by Ironsides Macroeconomics or its affiliates, or their respective officers, directors, or employees. In addition, any opinions and assumptions expressed herein are made as of the date of this communication and are subject to change and/or withdrawal without notice. Ironsides Macroeconomics or its affiliates may have positions in financial instruments mentioned, may have acquired such positions at prices no longer available, and may have interests different from or adverse to your interests or inconsistent with the advice herein. Ironsides Macroeconomics or its affiliates may advise issuers of financial instruments mentioned. No liability is accepted by Ironsides Macroeconomics, its officers, employees, affiliates or partners for any losses that may arise from any use of the information contained herein.
Any financial instruments mentioned herein are speculative in nature and may involve risk to principal and interest. Any prices or levels shown are either historical or purely indicative. This material does not take into account the particular investment objectives or financial circumstances, objectives or needs of any specific investor, and are not intended as recommendations of particular securities, investment products, or other financial products or strategies to particular clients. Securities, investment products, other financial products or strategies discussed herein may not be suitable for all investors. The recipient of this report must make its own independent decisions regarding any securities, investment products or other financial products mentioned herein.
The material should not be provided to any person in a jurisdiction where its provision or use would be contrary to local laws, rules or regulations. This material is not to be reproduced or redistributed to any other person or published in whole or in part for any purpose absent the written consent of Ironsides Macroeconomics.
© 2023 Ironsides Macroeconomics LLC.
This is a public episode. If youâd like to discuss this with other subscribers or get access to bonus episodes, visit ironsidesmacro.substack.com/subscribe -
I am on the Host Committee for the 2023 Symposium on behalf of MacroMinds, which was founded by Dean Curnutt to bring the investment community together in support of causes that expand educational opportunities for students.
I wanted to share the impressive agenda for the 3rd annual event, taking place on June 7th in NYC. It should be an excellent day of content and interaction as we support education. Please reach out with any questions around attending or becoming a sponsor.
This audio summarizes our April 29 note, Do No Harm
Barry C. Knapp
Managing Partner
Director of Research
Ironsides Macroeconomics LLC
908-821-7584
https://www.linkedin.com/in/barry-c-knapp/
@barryknapp
This institutional communication has been prepared by Ironsides Macroeconomics LLC (âIronsides Macroeconomicsâ) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor should they be construed as financial, legal, tax or investment advice and do not constitute an opinion or recommendation by Ironsides Macroeconomics. You should consult appropriate advisors concerning such matters. This material presents information through the date indicated, is only a guide to the authorâs current expectations and is subject to revision by the author, though the author is under no obligation to do so. This material may contain commentary on: broad-based indices; economic, political, or market conditions; particular types of securities; and/or technical analysis concerning the demand and supply for a sector, index or industry based on trading volume and price. The views expressed herein are solely those of the author. This material should not be construed as a recommendation, or advice or an offer or solicitation with respect to the purchase or sale of any investment. The information in this report is not intended to provide a basis on which you could make an investment decision on any particular security or its issuer. This material is for sophisticated investors only. This document is intended for the recipient only and is not for distribution to anyone else or to the general public.
Certain information has been provided by and/or is based on third party sources and, although such information is believed to be reliable, no representation is made is made with respect to the accuracy, completeness or timeliness of such information. This information may be subject to change without notice. Ironsides Macroeconomics undertakes no obligation to maintain or update this material based on subsequent information and events or to provide you with any additional or supplemental information or any update to or correction of the information contained herein. Ironsides Macroeconomics, its officers, employees, affiliates and partners shall not be liable to any person in any way whatsoever for any losses, costs, or claims for your reliance on this material. Nothing herein is, or shall be relied on as, a promise or representation as to future performance. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Opinions expressed in this material may differ or be contrary to opinions expressed, or actions taken, by Ironsides Macroeconomics or its affiliates, or their respective officers, directors, or employees. In addition, any opinions and assumptions expressed herein are made as of the date of this communication and are subject to change and/or withdrawal without notice. Ironsides Macroeconomics or its affiliates may have positions in financial instruments mentioned, may have acquired such positions at prices no longer available, and may have interests different from or adverse to your interests or inconsistent with the advice herein. Ironsides Macroeconomics or its affiliates may advise issuers of financial instruments mentioned. No liability is accepted by Ironsides Macroeconomics, its officers, employees, affiliates or partners for any losses that may arise from any use of the information contained herein.
Any financial instruments mentioned herein are speculative in nature and may involve risk to principal and interest. Any prices or levels shown are either historical or purely indicative. This material does not take into account the particular investment objectives or financial circumstances, objectives or needs of any specific investor, and are not intended as recommendations of particular securities, investment products, or other financial products or strategies to particular clients. Securities, investment products, other financial products or strategies discussed herein may not be suitable for all investors. The recipient of this report must make its own independent decisions regarding any securities, investment products or other financial products mentioned herein.
The material should not be provided to any person in a jurisdiction where its provision or use would be contrary to local laws, rules or regulations. This material is not to be reproduced or redistributed to any other person or published in whole or in part for any purpose absent the written consent of Ironsides Macroeconomics.
© 2023 Ironsides Macroeconomics LLC.
This is a public episode. If youâd like to discuss this with other subscribers or get access to bonus episodes, visit ironsidesmacro.substack.com/subscribe -
I am on the Host Committee for the 2023 Symposium on behalf of MacroMinds, which was founded by Dean Curnutt to bring the investment community together in support of causes that expand educational opportunities for students.
I wanted to share the impressive agenda for the 3rd annual event, taking place on June 7th in NYC. It should be an excellent day of content and interaction as we support education. Please reach out with any questions around attending or becoming a sponsor.
This audio summarizes our April 29 note, The Dog That Didnât Bite
Barry C. Knapp
Managing Partner
Director of Research
Ironsides Macroeconomics LLC
908-821-7584
https://www.linkedin.com/in/barry-c-knapp/
@barryknapp
This institutional communication has been prepared by Ironsides Macroeconomics LLC (âIronsides Macroeconomicsâ) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor should they be construed as financial, legal, tax or investment advice and do not constitute an opinion or recommendation by Ironsides Macroeconomics. You should consult appropriate advisors concerning such matters. This material presents information through the date indicated, is only a guide to the authorâs current expectations and is subject to revision by the author, though the author is under no obligation to do so. This material may contain commentary on: broad-based indices; economic, political, or market conditions; particular types of securities; and/or technical analysis concerning the demand and supply for a sector, index or industry based on trading volume and price. The views expressed herein are solely those of the author. This material should not be construed as a recommendation, or advice or an offer or solicitation with respect to the purchase or sale of any investment. The information in this report is not intended to provide a basis on which you could make an investment decision on any particular security or its issuer. This material is for sophisticated investors only. This document is intended for the recipient only and is not for distribution to anyone else or to the general public.
Certain information has been provided by and/or is based on third party sources and, although such information is believed to be reliable, no representation is made is made with respect to the accuracy, completeness or timeliness of such information. This information may be subject to change without notice. Ironsides Macroeconomics undertakes no obligation to maintain or update this material based on subsequent information and events or to provide you with any additional or supplemental information or any update to or correction of the information contained herein. Ironsides Macroeconomics, its officers, employees, affiliates and partners shall not be liable to any person in any way whatsoever for any losses, costs, or claims for your reliance on this material. Nothing herein is, or shall be relied on as, a promise or representation as to future performance. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Opinions expressed in this material may differ or be contrary to opinions expressed, or actions taken, by Ironsides Macroeconomics or its affiliates, or their respective officers, directors, or employees. In addition, any opinions and assumptions expressed herein are made as of the date of this communication and are subject to change and/or withdrawal without notice. Ironsides Macroeconomics or its affiliates may have positions in financial instruments mentioned, may have acquired such positions at prices no longer available, and may have interests different from or adverse to your interests or inconsistent with the advice herein. Ironsides Macroeconomics or its affiliates may advise issuers of financial instruments mentioned. No liability is accepted by Ironsides Macroeconomics, its officers, employees, affiliates or partners for any losses that may arise from any use of the information contained herein.
Any financial instruments mentioned herein are speculative in nature and may involve risk to principal and interest. Any prices or levels shown are either historical or purely indicative. This material does not take into account the particular investment objectives or financial circumstances, objectives or needs of any specific investor, and are not intended as recommendations of particular securities, investment products, or other financial products or strategies to particular clients. Securities, investment products, other financial products or strategies discussed herein may not be suitable for all investors. The recipient of this report must make its own independent decisions regarding any securities, investment products or other financial products mentioned herein.
The material should not be provided to any person in a jurisdiction where its provision or use would be contrary to local laws, rules or regulations. This material is not to be reproduced or redistributed to any other person or published in whole or in part for any purpose absent the written consent of Ironsides Macroeconomics.
© 2023 Ironsides Macroeconomics LLC.
This is a public episode. If youâd like to discuss this with other subscribers or get access to bonus episodes, visit ironsidesmacro.substack.com/subscribe -
This audio summarizes our April 22 note, Itâs What They Pay
Barry C. Knapp
Managing Partner
Director of Research
Ironsides Macroeconomics LLC
908-821-7584
https://www.linkedin.com/in/barry-c-knapp/
@barryknapp
This institutional communication has been prepared by Ironsides Macroeconomics LLC (âIronsides Macroeconomicsâ) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor should they be construed as financial, legal, tax or investment advice and do not constitute an opinion or recommendation by Ironsides Macroeconomics. You should consult appropriate advisors concerning such matters. This material presents information through the date indicated, is only a guide to the authorâs current expectations and is subject to revision by the author, though the author is under no obligation to do so. This material may contain commentary on: broad-based indices; economic, political, or market conditions; particular types of securities; and/or technical analysis concerning the demand and supply for a sector, index or industry based on trading volume and price. The views expressed herein are solely those of the author. This material should not be construed as a recommendation, or advice or an offer or solicitation with respect to the purchase or sale of any investment. The information in this report is not intended to provide a basis on which you could make an investment decision on any particular security or its issuer. This material is for sophisticated investors only. This document is intended for the recipient only and is not for distribution to anyone else or to the general public.
Certain information has been provided by and/or is based on third party sources and, although such information is believed to be reliable, no representation is made is made with respect to the accuracy, completeness or timeliness of such information. This information may be subject to change without notice. Ironsides Macroeconomics undertakes no obligation to maintain or update this material based on subsequent information and events or to provide you with any additional or supplemental information or any update to or correction of the information contained herein. Ironsides Macroeconomics, its officers, employees, affiliates and partners shall not be liable to any person in any way whatsoever for any losses, costs, or claims for your reliance on this material. Nothing herein is, or shall be relied on as, a promise or representation as to future performance. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Opinions expressed in this material may differ or be contrary to opinions expressed, or actions taken, by Ironsides Macroeconomics or its affiliates, or their respective officers, directors, or employees. In addition, any opinions and assumptions expressed herein are made as of the date of this communication and are subject to change and/or withdrawal without notice. Ironsides Macroeconomics or its affiliates may have positions in financial instruments mentioned, may have acquired such positions at prices no longer available, and may have interests different from or adverse to your interests or inconsistent with the advice herein. Ironsides Macroeconomics or its affiliates may advise issuers of financial instruments mentioned. No liability is accepted by Ironsides Macroeconomics, its officers, employees, affiliates or partners for any losses that may arise from any use of the information contained herein.
Any financial instruments mentioned herein are speculative in nature and may involve risk to principal and interest. Any prices or levels shown are either historical or purely indicative. This material does not take into account the particular investment objectives or financial circumstances, objectives or needs of any specific investor, and are not intended as recommendations of particular securities, investment products, or other financial products or strategies to particular clients. Securities, investment products, other financial products or strategies discussed herein may not be suitable for all investors. The recipient of this report must make its own independent decisions regarding any securities, investment products or other financial products mentioned herein.
The material should not be provided to any person in a jurisdiction where its provision or use would be contrary to local laws, rules or regulations. This material is not to be reproduced or redistributed to any other person or published in whole or in part for any purpose absent the written consent of Ironsides Macroeconomics.
© 2023 Ironsides Macroeconomics LLC.
This is a public episode. If youâd like to discuss this with other subscribers or get access to bonus episodes, visit ironsidesmacro.substack.com/subscribe -
This audio summarizes our March 11 note, Malinvestment Bust in Silicon Valley
Barry C. Knapp
Managing Partner
Director of Research
Ironsides Macroeconomics LLC
908-821-7584
https://www.linkedin.com/in/barry-c-knapp/
@barryknapp
This institutional communication has been prepared by Ironsides Macroeconomics LLC (âIronsides Macroeconomicsâ) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor should they be construed as financial, legal, tax or investment advice and do not constitute an opinion or recommendation by Ironsides Macroeconomics. You should consult appropriate advisors concerning such matters. This material presents information through the date indicated, is only a guide to the authorâs current expectations and is subject to revision by the author, though the author is under no obligation to do so. This material may contain commentary on: broad-based indices; economic, political, or market conditions; particular types of securities; and/or technical analysis concerning the demand and supply for a sector, index or industry based on trading volume and price. The views expressed herein are solely those of the author. This material should not be construed as a recommendation, or advice or an offer or solicitation with respect to the purchase or sale of any investment. The information in this report is not intended to provide a basis on which you could make an investment decision on any particular security or its issuer. This material is for sophisticated investors only. This document is intended for the recipient only and is not for distribution to anyone else or to the general public.
Certain information has been provided by and/or is based on third party sources and, although such information is believed to be reliable, no representation is made is made with respect to the accuracy, completeness or timeliness of such information. This information may be subject to change without notice. Ironsides Macroeconomics undertakes no obligation to maintain or update this material based on subsequent information and events or to provide you with any additional or supplemental information or any update to or correction of the information contained herein. Ironsides Macroeconomics, its officers, employees, affiliates and partners shall not be liable to any person in any way whatsoever for any losses, costs, or claims for your reliance on this material. Nothing herein is, or shall be relied on as, a promise or representation as to future performance. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Opinions expressed in this material may differ or be contrary to opinions expressed, or actions taken, by Ironsides Macroeconomics or its affiliates, or their respective officers, directors, or employees. In addition, any opinions and assumptions expressed herein are made as of the date of this communication and are subject to change and/or withdrawal without notice. Ironsides Macroeconomics or its affiliates may have positions in financial instruments mentioned, may have acquired such positions at prices no longer available, and may have interests different from or adverse to your interests or inconsistent with the advice herein. Ironsides Macroeconomics or its affiliates may advise issuers of financial instruments mentioned. No liability is accepted by Ironsides Macroeconomics, its officers, employees, affiliates or partners for any losses that may arise from any use of the information contained herein.
Any financial instruments mentioned herein are speculative in nature and may involve risk to principal and interest. Any prices or levels shown are either historical or purely indicative. This material does not take into account the particular investment objectives or financial circumstances, objectives or needs of any specific investor, and are not intended as recommendations of particular securities, investment products, or other financial products or strategies to particular clients. Securities, investment products, other financial products or strategies discussed herein may not be suitable for all investors. The recipient of this report must make its own independent decisions regarding any securities, investment products or other financial products mentioned herein.
The material should not be provided to any person in a jurisdiction where its provision or use would be contrary to local laws, rules or regulations. This material is not to be reproduced or redistributed to any other person or published in whole or in part for any purpose absent the written consent of Ironsides Macroeconomics.
© 2023 Ironsides Macroeconomics LLC.
This is a public episode. If youâd like to discuss this with other subscribers or get access to bonus episodes, visit ironsidesmacro.substack.com/subscribe -
Macro Risk Advisors Announces Formation of Ironsides MRA Institutional
This audio summarizes our February 11 note, Inflation Mythology
Barry C. Knapp
Managing Partner
Director of Research
Ironsides Macroeconomics LLC
908-821-7584
https://www.linkedin.com/in/barry-c-knapp/
@barryknapp
This institutional communication has been prepared by Ironsides Macroeconomics LLC (âIronsides Macroeconomicsâ) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor should they be construed as financial, legal, tax or investment advice and do not constitute an opinion or recommendation by Ironsides Macroeconomics. You should consult appropriate advisors concerning such matters. This material presents information through the date indicated, is only a guide to the authorâs current expectations and is subject to revision by the author, though the author is under no obligation to do so. This material may contain commentary on: broad-based indices; economic, political, or market conditions; particular types of securities; and/or technical analysis concerning the demand and supply for a sector, index or industry based on trading volume and price. The views expressed herein are solely those of the author. This material should not be construed as a recommendation, or advice or an offer or solicitation with respect to the purchase or sale of any investment. The information in this report is not intended to provide a basis on which you could make an investment decision on any particular security or its issuer. This material is for sophisticated investors only. This document is intended for the recipient only and is not for distribution to anyone else or to the general public.
Certain information has been provided by and/or is based on third party sources and, although such information is believed to be reliable, no representation is made is made with respect to the accuracy, completeness or timeliness of such information. This information may be subject to change without notice. Ironsides Macroeconomics undertakes no obligation to maintain or update this material based on subsequent information and events or to provide you with any additional or supplemental information or any update to or correction of the information contained herein. Ironsides Macroeconomics, its officers, employees, affiliates and partners shall not be liable to any person in any way whatsoever for any losses, costs, or claims for your reliance on this material. Nothing herein is, or shall be relied on as, a promise or representation as to future performance. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Opinions expressed in this material may differ or be contrary to opinions expressed, or actions taken, by Ironsides Macroeconomics or its affiliates, or their respective officers, directors, or employees. In addition, any opinions and assumptions expressed herein are made as of the date of this communication and are subject to change and/or withdrawal without notice. Ironsides Macroeconomics or its affiliates may have positions in financial instruments mentioned, may have acquired such positions at prices no longer available, and may have interests different from or adverse to your interests or inconsistent with the advice herein. Ironsides Macroeconomics or its affiliates may advise issuers of financial instruments mentioned. No liability is accepted by Ironsides Macroeconomics, its officers, employees, affiliates or partners for any losses that may arise from any use of the information contained herein.
Any financial instruments mentioned herein are speculative in nature and may involve risk to principal and interest. Any prices or levels shown are either historical or purely indicative. This material does not take into account the particular investment objectives or financial circumstances, objectives or needs of any specific investor, and are not intended as recommendations of particular securities, investment products, or other financial products or strategies to particular clients. Securities, investment products, other financial products or strategies discussed herein may not be suitable for all investors. The recipient of this report must make its own independent decisions regarding any securities, investment products or other financial products mentioned herein.
The material should not be provided to any person in a jurisdiction where its provision or use would be contrary to local laws, rules or regulations. This material is not to be reproduced or redistributed to any other person or published in whole or in part for any purpose absent the written consent of Ironsides Macroeconomics.
© 2023 Ironsides Macroeconomics LLC.
This is a public episode. If youâd like to discuss this with other subscribers or get access to bonus episodes, visit ironsidesmacro.substack.com/subscribe -
The Contrarian Investor Podcast â The Contrarian Investor Podcast gives voice to those who challenge a prevailing narrative in global financial markets (contrarianpod.com)
Barry Knapp of Ironsides Macroeconomics rejoins the podcast to discuss his surprisingly sanguine view of the economy in 2023: Why cyclical stocks should outperform the technology and defensive sectors, and why heâs expecting inflation to drop to 3.5% by the second half of the year.
Content Highlights
* Inflationary recessions are different from deflationary ones. The last four were the latter. If there is a recession this year, it will be the former (02:18)
* Earnings downside is limited in this scenario, by 5% based on what happened in similar situations in the past, and earnings should actually go up (5:56)
* Tech margins should continue to be under pressure, but economically sensitive cyclical stocks should see margin expansion (10:50)
* The US labor market has actually started to weaken considerably â and not due to Fed policy (12:18)
* There have been some big adjustments in the labor market post-pandemic (16:47)
* The âwealth destruction effectâ from tech stocks selling off is negligible (27:35)
* One point of concern: the deficit. This is where the implosion in wealth could affect things (32:59)
* The coming budget battle in Congress is worth paying attention to (34:41)
* The âhigher for longerâ Fed interest rate hike thesis has gained traction. What this means for stocks (43:27)
* Inflation: Expect 3.5% CPI by mid-year (47:37)
Not intended as investment advice!
Barry C. Knapp
Managing Partner
Director of Research
Ironsides Macroeconomics LLC
908-821-7584
https://www.linkedin.com/in/barry-c-knapp/
@barryknapp
This institutional communication has been prepared by Ironsides Macroeconomics LLC (âIronsides Macroeconomicsâ) for your informational purposes only. This material is for illustration and discussion purposes only and are not intended to be, nor should they be construed as financial, legal, tax or investment advice and do not constitute an opinion or recommendation by Ironsides Macroeconomics. You should consult appropriate advisors concerning such matters. This material presents information through the date indicated, is only a guide to the authorâs current expectations and is subject to revision by the author, though the author is under no obligation to do so. This material may contain commentary on: broad-based indices; economic, political, or market conditions; particular types of securities; and/or technical analysis concerning the demand and supply for a sector, index or industry based on trading volume and price. The views expressed herein are solely those of the author. This material should not be construed as a recommendation, or advice or an offer or solicitation with respect to the purchase or sale of any investment. The information in this report is not intended to provide a basis on which you could make an investment decision on any particular security or its issuer. This material is for sophisticated investors only. This document is intended for the recipient only and is not for distribution to anyone else or to the general public.
Certain information has been provided by and/or is based on third party sources and, although such information is believed to be reliable, no representation is made is made with respect to the accuracy, completeness or timeliness of such information. This information may be subject to change without notice. Ironsides Macroeconomics undertakes no obligation to maintain or update this material based on subsequent information and events or to provide you with any additional or supplemental information or any update to or correction of the information contained herein. Ironsides Macroeconomics, its officers, employees, affiliates and partners shall not be liable to any person in any way whatsoever for any losses, costs, or claims for your reliance on this material. Nothing herein is, or shall be relied on as, a promise or representation as to future performance. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS.
Opinions expressed in this material may differ or be contrary to opinions expressed, or actions taken, by Ironsides Macroeconomics or its affiliates, or their respective officers, directors, or employees. In addition, any opinions and assumptions expressed herein are made as of the date of this communication and are subject to change and/or withdrawal without notice. Ironsides Macroeconomics or its affiliates may have positions in financial instruments mentioned, may have acquired such positions at prices no longer available, and may have interests different from or adverse to your interests or inconsistent with the advice herein. Ironsides Macroeconomics or its affiliates may advise issuers of financial instruments mentioned. No liability is accepted by Ironsides Macroeconomics, its officers, employees, affiliates or partners for any losses that may arise from any use of the information contained herein.
Any financial instruments mentioned herein are speculative in nature and may involve risk to principal and interest. Any prices or levels shown are either historical or purely indicative. This material does not take into account the particular investment objectives or financial circumstances, objectives or needs of any specific investor, and are not intended as recommendations of particular securities, investment products, or other financial products or strategies to particular clients. Securities, investment products, other financial products or strategies discussed herein may not be suitable for all investors. The recipient of this report must make its own independent decisions regarding any securities, investment products or other financial products mentioned herein.
The material should not be provided to any person in a jurisdiction where its provision or use would be contrary to local laws, rules or regulations. This material is not to be reproduced or redistributed to any other person or published in whole or in part for any purpose absent the written consent of Ironsides Macroeconomics.
© 2023 Ironsides Macroeconomics LLC.
This is a public episode. If youâd like to discuss this with other subscribers or get access to bonus episodes, visit ironsidesmacro.substack.com/subscribe - Laat meer zien
