FYI, I edited out much of the original monologue in this week's update. I.e., the end product is more or less a simple (choppy in spots), succinct accounting of a handful of inputs to our macro index. I nixed where I stumbled into a bit of rambling over the global events of the day, as it's early and there's much yet to play out, and prognosticate over, should this become a protracted affair. We pray it doesn't!
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Attention Non-Client subscribers: Nothing in this video should be construed as investment advice. The examples expressed relate to portfolio management we perform on behalf of our clients, and, again, under no circumstances are they to be considered recommendations to the viewer.