Here is the link to this week's Substack. I take a look at the narratives developing in the market and how various people are thinking about it. It focuses a lot on inflation and rates.

[https://stayvigilant.substack.com/p/the-narratives-that-i-see?sd=pf](https://stayvigilant.substack.com/p/the-narratives-that-i-see?sd=pf)

Looking through some other Substack blogs as well as my own writings from this week yields some interesting insights

https://stayvigilant.substack.com/p/the-narratives-that-i-see?sd=pf