The nuance on unemployment by pointing out the participation rate at 22-year highs was clutch. I haven't seen any other analyst make the connection that a higher participation rate is bullish, but will also, naturally, increase the unemployment rate. Fantastic observation, Caleb!
Great points and explanation as always brother, thank you 🙏🏻
Thank you, Matt! Great to know that you found value in this report. Enjoy the weekend!
The nuance on unemployment by pointing out the participation rate at 22-year highs was clutch. I haven't seen any other analyst make the connection that a higher participation rate is bullish, but will also, naturally, increase the unemployment rate. Fantastic observation, Caleb!
Love the NVDA perspective.
excellent commentary and charts, thanks Caleb
The "Growth is broadening out" chart is eye-opening! Thanks for sharing!
Hopefully you're not ignoring $DEFTF, sir.