Scouting the Tape #28 - Aug 9, 2026
(Unique) macro idea generation and (insightful) market thoughts.
The not so quiet, quiet summer continues as the VIX closed the week with a 14 handle and the S&P 500 saw new closing highs. Enjoy these last few weeks of calm ahead of the fall while they last.
This week’s issue covers:
Money printing and debasement.
Peak Growth.
Bitcoin.
US Dollar.
Asset allocation thoughts.
