Macros 2.0: Economy-Markets-Cycles, and Actionables?

Wonderful Shailesh (@kb_snn).
That is the exact intention to let discerning VP Members mull over the broad points a bit, before branching off to a thread dedicated to examining these issues - more closely, for those interested.

Excited to learn more on PEST Analysis Identifying “Big Picture Opportunities and Threats” with your help/others interested!

Am also talking to a Market Veteran of 25 years from an Institutional set up in next half-hour …who said it will be a pleasure to talk …the BofAML Thematic Change Map resonated well with him.They are a boutique, highly specialised firm, but in his own words …a keen observer of Market Cycles!

For others self-professed only on bottoms-up investigation…Sector by Sector issue Maps…better pull your socks up…and present your current thoughts/progress on a few Structured Maps, asap (non-narrative/not opinion led). Let that important aspect not get neglected, right?

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