This Week on The WOTE: August 27, 2023
Discussion
The Weight of the Evidence (WOTE) is comprised of four flagship WOTE write-up categories (The Market, The Fed, The Outlook, and The WOTE Public) and seven sub-channels (Fed Watch, Market Journal, Trading Journal, Flows & Liquidity “Team”, Economics Journal, Economics “Team”, and The Macro Club). Since I’ve moved the vast majority of my “journaling” content over to The WOTE from Xwitter, there is a fair amount of content generation over the course of a week, so for better ease of access I now consolidate it on a weekly basis via “This Week on The WOTE” write-ups (labeled as “This Week” on the Flagship WOTE page). I will continue iterate the structure of the This Week write-ups over time, but for now the content structure is as follows:
Chart of the Week
The WOTE Public
Flagship WOTE
Channel Content
WOTE Administration
The WOTE is simply my live markets and macro journal, not at all designed to be a slick subscription service and never to be construed as investment advice. But for hard core market junkies (CIOs, DORs, traders, etc) that would like my journaling process to be part of their own daily process, please see Introducing: “The WOTE as a Service”.
Chart of the Week: The Definition of “Confidence”
From: Higher Until “Highly Confident” (The Fed, August 13)
I made this post public this week to include with the blitz of FED-related write-ups around Jackson Hole this week. Mary Daly’s interview is mission critical, mission critical to understanding the Fed’s rate cut reaction function.
The WOTE Public
Jackson Hole 2023 Preview: Weighing the "Confidence" Evidence (The Fed, August 24)
Flagship WOTE
Higher for Longer at the Long-End (The Fed, August 21)
Thinking Fast and Slow (The Market, August 22)
Higher R* Cometh (The Fed, August 22)
Jackson Hole 2023 Review (The Fed, August 25)
Channel Content
Don’t Lose Sight of Recession (Economics Journal, August 24)