The new Stay Vigilant is out!

Would love to hear your thoughts as I discuss which narrative will win out - falling inflation or falling growth

Stay Vigilant
#markets #investing #stayvigilant

[https://stayvigilant.substack.com/p/the-story-may-be-changin?sd=pf](https://stayvigilant.substack.com/p/the-story-may-be-changin?sd=pf)

The bulls are focused on the declining inflation and a Fed on pause; the bears are focused on growth that may be falling even faster than expected

https://stayvigilant.substack.com/p/the-story-may-be-changin?sd=pf