The Next Economy by Florian Kronawitter

Home
Archive
About
On Reflexivity
The essence of what I've learned
 • 
Florian Kronawitter
20
New
Top
Community
Terra Incognita
Three scenarios for the economy and markets, and which one I think is the most likely
 • 
Florian Kronawitter
24
Stuffed Turkey?
A brief note why I have exited my equity long exposure
 • 
Florian Kronawitter
3
Land of the Rising Yen?
Recent Treasury decisions should weigh on the US Dollar. Possibilities to express that view
 • 
Florian Kronawitter
10
Animal Spirits (Part 2)
Implications from the past weeks' seismic shift in markets
 • 
Florian Kronawitter
11
Animal Spirits
Has today's US inflation data changed the picture for markets into year end?
 • 
Florian Kronawitter
10
Will it Hold?
Why some recent labor market trends are concerning
 • 
Florian Kronawitter
11
Shorts Squeezed, What's Next?
Three scenarios, and what I deem the most likely
 • 
Florian Kronawitter
15
The Next Economy by Florian Kronawitter
The Next Economy by Florian Kronawitter
The Next Economy provides content on economics, politics and technology from an investor’s point of view. Precise, relevant, and unbiased. The Next Economy is free
Recommendations
View all 6
Maverick Equity Research
Maverick Equity Research
Maverick Equity Research
Reminiscences of a Shrub Operator
Reminiscences of a Shrub Operator
Le Shrub
Pinebrookcap's Substack
Pinebrookcap's Substack
David Cervantes
Bulls, Bears & Bon Vivants
Bulls, Bears & Bon Vivants
BenBersnacky
TMT Breakout
TMT Breakout
TMT Breakout

The Next Economy by Florian Kronawitter

AboutArchiveRecommendationsSitemap
© 2023 Florian Kronawitter
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing