Caleb’s Market Update

Caleb Franzen
Investing, Economics, Bitcoin & Finance
Created 15 May 2021
109
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  • Edition #106 - Equity Outlook & My Portfolio
    10 Oct 2021 • < 1 min read
    Hey everyone, I’ve been thinking about how I wanted to approach this edition in terms of providing commentary on overall equity market dynamics. After a volatile month in September, the market has bee...
  • Edition #105
    09 Oct 2021 • 5 min read
    Economy: Since the start of this newsletter in May 2021, I’ve been consistently saying that I expected for the slack in the labor market to tighten in October. Most recently, in Edition #68, I express...
  • Edition #104
    07 Oct 2021 • 4 min read
    Economy: As a follow-up to my newsletter over the weekend, focused heavily on shipping data & inflation, I wanted to continue to march down this path & analyze more data on this topic. On the aggregat...
  • Edition #103 - Equity Outlook & My Portfolio
    03 Oct 2021 • < 1 min read
    Greetings everyone & happy Sunday! I’m going to keep my equity outlook extremely simple, for the mere fact that I’ve been discussing this ad nauseam lately on SubStack & on Twitter. Even in the face o...
  • Edition #102 - My Watch List
    03 Oct 2021 • < 1 min read
    Hey everyone! I’m super excited to be releasing my newest watch list, highlighting the most attractive setups that I’m seeing in the market right now. I use a variety of resources & analyze over 400 i...
  • Edition #101
    02 Oct 2021 • 3 min read
    Economy: Since the start of this newsletter, one of the primary dynamics we’ve reviewed in this section has been focused around shipping & container rates. The reason why I’ve been so focused on these...
  • Edition #100
    30 Sep 2021 • 6 min read
    Before I dive into the key data & charts that we’ll be covering, I wanted to take a quick second to thank everyone for being apart of this journey so far. After starting this newsletter in May 2021, t...
  • Edition #99 - Equity Outlook & My Portfolio
    28 Sep 2021 • < 1 min read • 0 1
    Hey everyone, I had a busy weekend traveling back to the East Coast after a 1-month stay in Southern California. I’ve had a day to settle in, but I wanted to provide the updated view on my personal po...
  • Edition #98
    26 Sep 2021 • 4 min read
    Economy: Here’s an interesting chart that I saw regarding the debt cycle. I often feel that when debt figures are discussed, it’s in the frame that it’s unsustainable & therefore spells doom for the U...
  • Edition #97
    23 Sep 2021 • 7 min read
    This newsletter will be slightly unique, as there are two primary topics that I want to focus on & analyze. Both topics are predominantly related to the broader economy, both globally and domestic, bu...
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