Global Macro Update Archive, June 2024

Get Ready for Resiliency-Driven Inflation
  • June 25, 2024

Get Ready for Resiliency-Driven Inflation

Investors often ignore geopolitics, usually to their benefit. Now might be one of those times when we should pay attention. In the past few weeks, hostilities between East and West have accelerated. It’s a worrisome trend.

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Notes from the West Highland Way
  • June 18, 2024

Notes from the West Highland Way

I’ve been hiking trail through Scotland and Ireland for the past couple weeks. My wife had wanted to walk the West Highland Way for years. We finally did it, and it was spectacular.

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