I highly recommend subscribing to Cullen's newsletter (and reading his book & perusing his website). One of the smartest guys out there for sure, and when it comes to monetary policy there's no one better. I've often said he ought to be running the Fed, but knowing as much as he know he'd probably rather die than take that gig!
Great big-picture perspective - and timely:
https://disciplinefunds.com/2025/04/09/ ... happening/
More timely insights from Cullen Roche
Moderator: Global Moderator
Re: More timely insights from Cullen Roche
I do receive his daily emails and sometimes read them. He is fairly good.Kevin K. wrote: ↑Thu Apr 10, 2025 10:12 am I highly recommend subscribing to Cullen's newsletter (and reading his book & perusing his website). One of the smartest guys out there for sure, and when it comes to monetary policy there's no one better. I've often said he ought to be running the Fed, but knowing as much as he know he'd probably rather die than take that gig!
Great big-picture perspective - and timely:
https://disciplinefunds.com/2025/04/09/ ... happening/
Above provided by: Vinny, who always says: "I only regret that I have but one lap to give to my cats." AND "I'm a more-is-more person."