Archive - Joshua’s Newsletter

Digging into the Q1 2025 GDP Report

The US economy is doing fine

May 2 •

April 2025

March 2025

Risks of a 2025 US Recession

I am not worried

Mar 30 •

February 2025

Bessent and the war on long rates

What an exciting time to be alive.

Feb 23 •

January 2025

I will not be a victim (of the Fed)

I can live with being wrong, but I'm not buying more US stocks with breakevens near 2.5%

Jan 9 •

December 2024

November 2024

The Ukraine War and Trump

The incoming Trump admin says it wants to establish a demilitarized zone on the contact line in the Ukraine.

Nov 11, 2024 •

October 2024

September 2023 Jobs Report

The jobs report came out.

Oct 5, 2024 •

September 2024

The rate cut and inflation data

I want to buy long bonds

Sep 27, 2024 •

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