A blowout employment report, Republican success everywhere except the top of the ticket, TCJA is likely to survive and the '21 capex outlook. This week’s report The Not So Commanding Heights Please consider becoming a paid subscriber, or if you are an institutional client, on boarding us to your research platform to read our full note and gain access to our client presentation, measures of risk and valuation, recommended reading list and additional products. If you would like a 30-day free trial or would like to discuss our research with me directly, please email bcknapp@ironsidesmacro.com. Click below for details, for individual subscriptions the price is $89/month or $999/year.
Podcast: The Not So Commanding Heights
Podcast: The Not So Commanding Heights
Podcast: The Not So Commanding Heights
A blowout employment report, Republican success everywhere except the top of the ticket, TCJA is likely to survive and the '21 capex outlook. This week’s report The Not So Commanding Heights Please consider becoming a paid subscriber, or if you are an institutional client, on boarding us to your research platform to read our full note and gain access to our client presentation, measures of risk and valuation, recommended reading list and additional products. If you would like a 30-day free trial or would like to discuss our research with me directly, please email bcknapp@ironsidesmacro.com. Click below for details, for individual subscriptions the price is $89/month or $999/year.