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Round 2 is coming
Apr 17
•
Alan Baerlocher
2
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Round 2 is coming
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To recess or not recess, that is the question
Apr 9
•
Alan Baerlocher
4
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To recess or not recess, that is the question
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March 2024
PCE and productivity
Mar 31
•
Alan Baerlocher
4
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PCE and productivity
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An update on my favorite reptile
Mar 25
•
Alan Baerlocher
2
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An update on my favorite reptile
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Portfolio Update
Mar 22
•
Alan Baerlocher
1
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Portfolio Update
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The madness of March has begun
Mar 22
•
Alan Baerlocher
3
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The madness of March has begun
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Jerome "steady as she goes" Powell
Mar 21
•
Alan Baerlocher
2
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Jerome "steady as she goes" Powell
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A brief note on EcoPetrol
Mar 4
•
Alan Baerlocher
2
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A brief note on EcoPetrol
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Money Supply, Yield Curve, and earnings
Mar 2
•
Alan Baerlocher
5
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Money Supply, Yield Curve, and earnings
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February 2024
True diversification
and a portfolio update
Feb 22
•
Alan Baerlocher
3
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True diversification
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An "inflated" mistake
Feb 16
•
Alan Baerlocher
6
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An "inflated" mistake
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Dueling interviews
Feb 10
•
Alan Baerlocher
5
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Dueling interviews
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