New notes from Ecoinometrics, Judd Legum, Jeremy Caplan, Prometheus Research, Doomberg, and Alfonso Peccatiello (Alf)

Notes for Monday, March 25

͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­͏     ­

Monday, March 25 ∙ Open in app Recent notes from people you follow on Substack Ecoinometrics 3d The charts of the week are out today: 📈 The bull market is back and so is Bitcoin’s volatility. 📉 A week of Bitcoin outflows. 📊 Does anybody still care about the Fed’s rate cuts? Subscribe for free to the newsletter and get the charts in your inbox every Friday ⤵️ 8 1 Judd Legum 7d In November, President Biden nominated Adeel Mangi to be a federal appeals court judge in the Third Circuit. Mangi would be the first Muslim American to serve on a federal appellate court. Senator Ted Cruz and others are insinuating, with absolutely no evidence, that Mangi is anti-Semitic and/or sympathizes with terrorists His nomination is now in jeopardy because of this blatantly Islamophobic smear campaign 217 19 48 Jeremy Caplan 3d Reader burnout is a thing, it’s not just writers who burn out. +1 to @Russell Nohelty’s point here. And +1 on the suggestion to read like you’re dipping into a social stream… “Treat the app reader like you would a newspaper or magazine. You aren’t expected to read every article in a magazine, right?” https://substack.com/@russellnohelty/note/c-52135655 4 Prometheus Research 3d We made this free to access. 40 pages of the most granular macro in the industry. Actionable always. 2 Doomberg 4d Edwin does great work 18 1 Alfonso Peccatiello (Alf) 1d Do You Own These in Your Portfolio? I bet you don’t, and you might be missing out! Enjoy my newly released piece and have a beatiful Sunday! 1 See what else you missed © 2024 Substack Inc. 548 Market Street PMB 72296, San Francisco, CA 94104 Unsubscribe 822