If you were creating a macro dashboard (in Koyfin) to check monthly, what would you include?


Interest rates
Debt levels
Consumer sentiment
Christian's avatar
I think you nailed the 3 things I would look at that I think are important. Interest rates, inflation and consumer sentiment. That’s what I follow
Fat Baby Funds's avatar
@christian7621 All moving in a bad direction right now haha!
Christian's avatar
@fatbaby don’t worry we aren’t going into a recession. Soft landing. JPOW has got this. I trust the FED…..said no one ever. Cash on the side. Following my beliefs and companies and just trying to get through this on the other side
Fat Baby Funds's avatar
@christian7621 Yeah, helps to be young with long time horizons! I'll keep holding and slowly adding.
Christian's avatar
@fatbaby love being 23 lol. Long term baby. Fat baby we’ve been following each other for a long time now. Your one of the few I trust and I love how you have conviction in your companies. We may not agree on some names Aka square but you always put your money where your mouth is. I respect you so much man and I would love to one day have a beer with you after we both make it reach on whatever names we are in
Ben's avatar
High yield bond yields. When compared to risk free yields (US treasury rates) it gives you a good idea on what people are willing to risk for higher yields. The spread is a good measure of market sentiment
Edmund Simms's avatar
A few other things I watch are:
• Change in total central and private bank assets
• Federal deficit/surplus
• Unemployment
• Real GDP growth