Scouting the Tape #25 - July 18, 2026
(Unique) macro idea generation and (insightful) market thoughts.
If you haven’t yet had the chance to read it, check out our thought piece from yesterday. We go into detail on a few ideas we’ve been discussing lately and try to tie it all together with a few actionable recommendations.
This week’s issue covers:
The downside inflation surprise.
Remember peak growth and inflation?
Hyperscaler financing supply.
Asset allocation thoughts.
