Hey partner,
We last covered the biggest piece to the idea-generation puzzle.
GDP
What comes next is one of the most important aspects behind the economy and financial markets, and the first step to breaking down GDP in our drill for industries, sectors, and specific companies to screen for.
Money markets.
This is where the cost, flow, and level of liquidity begin to matter.
Because it affects how businesses and consumers behave altogether, and their behavior (as you know from GDP levers) will directly impact how certain sectors and stocks get treated.
Let’s begin:
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