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Slow but Steady
The slowdown in the economy to be relatively stable
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The Transcript Commentary
Themes from our newsletter
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1
Most Popular
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Soft Landing
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Game On?
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Likely Peak
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Challenging and Fluid
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No Recession?
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2
Calmer Now
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Clear Signs of Softening
Growing concerns of the consumer and labor markets softening
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Two-Sided Risk
There is a balanced risk between inflation and recession
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1
The Transcript 2Q24 Letter
Reviewing the key themes from 2Q24 through C-suite quotes
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Half Full or Half Empty?
Depends on which bit of the world you are looking at
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Slower Growth
Consumer spending growth has slowed down
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Spending but Sweating
Consumers have been displaying trade-down behavior
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Working as Designed
Fed policy is doing what it's supposed to be.
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Weekly Quotes from Earnings Calls
Recommendations
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Tech Investments
Tech Investments
Tech Fund
Asian Century Stocks
Asian Century Stocks
Compounding Quality
Compounding Quality
Compounding Quality
Investment Talk
Investment Talk
Conor Mac
Liberty’s Highlights
Liberty’s Highlights
Liberty

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