Quick update
Keep an eye out for our 2025 THEMES Report this week.
If you want to contribute to our research, buy your next Tesla with our referral code HERE.
Dollar is rallying hard, (USDJPY > 158)
Yields are rallying, (10yr yield at 4.63%)
Equal weight S&P just hit 2009 GFC lows. This will continue.
Inflation will stick around.
STAY AWAY FROM SaaS COMPANIES: SaaS companies are CRUD databases with business logic behind the…
Keep reading with a 7-day free trial
Subscribe to GMG Research to keep reading this post and get 7 days of free access to the full post archives.