Weekly Signal and Noise Filter

But first a house keeping note

I hope everyone had a good weekend.

The Stansberry Research Conference in Las Vegas a couple of weeks ago was much more involved than expected. The subsequent week was spent getting caught up on research.

As a result, the chat feature that I envisioned before the trip was kicked to the back burner. I will be revisiting that effort this week, likely setting up a private X (formerly Twitter) feed for you in the coming days.

The idea is to have more real-time engagement in a private forum. Some of this real-time engagement will replace longer form notes during the week.

While the frequency of long form notes may drop off, the breadth of the content will widen, with deeper dives into subject specific ares as well as non-US centric topics.

In short, closer to the market intra-day, and a broader net during non-market hours.

Moving on….