Welcome to the First CS McKee Friday Fundamentals

We will highlight a topic we deem interesting and thought provoking. If you enjoy this, we encourage you to dive into our latest visual piece called Visualizing Market Dynamics where we explore the Twin Deficits, capital flows, and the growing cost of carry—told primarily through some big and beautiful charts.

Visualizing Market Dynamics: https://lnkd.in/g5Sv-irY

We would love to know your thoughts and any topics you might be interested in.