Caleb Franzen

Caleb Franzen

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In these times of uncertainty on the markets, give yourself a boost of confidence with the great work of @CalebFranzen You will not regret that move!👍 open.substack.com/pub/cubicana...…

Wouldn't it be fun to say "we're so back" this week?

I hope Waller gets the nod for next Fed Chair. But I'm guessing Trump will put an outsider in. Waller was appointed by Trump in 2020, and he has been working at the St. Louis Fed since 2009. So Trump is probably viewing that as one loyal member on the voting committee through 2030 when Waller's term ends (and could be renewed, actually for another full 14-year term). Waller might be too academic for Trump, working in assistant professor roles at University of Kentucky and Notre Dame, before getting an official professor role and Chair of Economics at Notre Dame. So that means Hassett or Warsh are more probable, but Warsh was on the board of governors from 2006-2011. Maybe he's enough of an outsider with insider views. My preference, in order, is: • Waller • Warsh • Hassett

Let's run it. I'm available on the 9th or the 11th 🤝

@BitcoinNewsCom

Would be great to have you on the pod to discuss this later this week. Sent ya a DM.

If you're an aspiring trader, investor or simply want to learn more about the economy, Caleb's latest post -which he's shared for free - is well worth ten minutes of your time.

I don't always use macro to influence my market outlook, but when I do, I absolutely nail it and hit it out of the park. Here's my latest update to investors, focusing on rate cuts: http://substackfwd.xyz/?url=https://cubicanalytics.substack.com/p/these-rate-cuts-are-different…

You heard it here first. Link in bio. It's free.

This report is a real banger

Amazing feedback on today's macro report 🧡 The best part? All 3,800 words are completely free. I wrote the entire thing today in one sitting. Take your time, read it twice (if you have to), and enjoy the alpha. The link to the report is in my bio.

I don't always use macro to influence my market outlook, but when I do, I absolutely nail it and hit it out of the park. Here's my latest update to investors, focusing on rate cuts:

It took him some time to get to the punchline, and I appreciate how @CalebFranzen breaks things down, but this is the money shot in this week's report.

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