The Week That Matters (27 Nov-1 Dec, 2023)
"You're the measure of my dreams" Shane MacGowan (RIP)
Pivot?
Bill Ackman must be a reader of this newsletter. The author has argued that “higher for longer” was mere rhetoric from neoliberal hacks. They have held on to the notion that Volcker’s playbook from the 1970s can be applied to today’s economy. It can’t. COVID was a once-in-one-hundred year event. Inflation was always going to be transitory. The wor…
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