Archive - Joshua’s Newsletter

May 2025

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

Quick Post on the H-1b debate

In a sense I don’t care about the immigration debate any more.

Dec 28, 2024 •

Analysis of Fed Policy and Market Moves at the end of 2024

It was an interesting week for markets.

Dec 23, 2024 •

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