Joining us on The Daily Dive today is Sam Burns, founder and chief strategist of Mill Street Research. Sam sits down with us to provide his outlook on inflation, the Fed, and his insights on why the US economy is currently not in recession, or at least not yet. Also discussed are the market sectors he believes are holding up well in the current macroenvironment.
Mill Street Research is a boutique consulting and research company. The firm offers tools and commentary exclusively for institutional investors, such as hedge funds, banks, pension and endowment funds, mutual funds, RIA’s and Family Offices. Mill Street products help investors with making both asset allocation and stock selection decisions. The firm’s offerings include a suite of consistently updated research reports for institutional investors covering asset allocation, regional equity allocation, sector and industry selection, and a robust quantitative stock selection process.
The author has no securities or affiliations related to any organization mentioned. Not a recommendation to buy or sell. Always do additional research and consult a professional before purchasing a security. The author holds no licenses.
The Grocery Grift: Why Toronto and New York Are About to Light Taxpayer Money on Fire