Welcome Avatar! Hope you’re enjoying the Memorial Day weekend. Generally, all good (so far!). There has been nothing but positive news since the Tariffs got delayed with China and we don’t see why things will change in the summer. Current risks are basically: 1) sudden spike in unemployment, 2) rapid change in Fed turning hawkish and 3) completely impos…
© 2025 Bull & Bowtie
Substack is the home for great culture