Archive - The Macro Value Monitor

The Triumph and Erosion of Exceptionalism

Third Quarter, 2025

Aug 28 •

May 2025

A Return to the 19th Century

Second Quarter, 2025

May 11 •

February 2025

Navigating a Foggy Cycle

First Quarter, 2025

Feb 12 •

December 2023

The Importance of Being Earnest During a Secular Paradigm Shift

Volume II, Issue IX

Dec 20, 2023 •

November 2023

On Unintended Consequences and the Bond Market

Volume II, Issue VIII

Nov 3, 2023 •

October 2023

Capitalization-Weighted Indexes are About to Have a Moment

Part II of Volume II, Issue VII

Oct 3, 2023 •

September 2023

The Initial Education from a Secular Pivot

Part I of Volume II, Issue VII

Sep 28, 2023 •

August 2023

A Margin Trap Has Sprung on a Generation of Investors

Part II of Volume II, Issue VI

Aug 14, 2023 •

The Growing Apprehension of the Inflating Fiscal Put

Part I of Volume II, Issue VI

Aug 8, 2023 •

July 2023

The Art of (Paying Less Attention to) Noise

Part II of Volume II, Issue V

Jul 5, 2023 •

June 2023

Checkers vs Chess Amid an Inflationary Great Mistake

Part I of Volume II, Issue V

Jun 30, 2023 •

Invite Friends and Colleagues to Read The Macro Value Monitor

And receive a complimentary subscription

Jun 21, 2023 •

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