Macro Update (video)

Presenting this week’s macro update via video… I touch on what has our index pointing up, on the details of this morning’s jobs report, on our overall thesis and on how we’re expressing it in our core allocation…

Big 8-point jump in our macro index this week!

Here are the details:

IF VIEWING FROM YOUR MOBILE PHONE, CLICK “VIEW WEB VERSION” AT THE BOTTOM OF YOUR SCREEN.

Once playing, click the icon in the lower right corner for full screen. Focus should occur after a few seconds; if not, click the wheel to the left of the YouTube icon to adjust:

Share:

Recieve Between the Lines Posts to your Inbox

Sign up for lorem ipsum delores sin.

We care about the protection of your data. Read our Privacy Policy.