The latest weekly podcast from Renaissance Macro Research to me has some good takeaways.

1. Their resident head of economic research Neil Dutta has a good commentary about what he see in the market.
2. The head of technical research Jeff deGraaf explain why the recent 10% correction is more sentiment driven then something that will lead to a technical bear market.
3. Jeff then explains roughly higher probable way of identifying a cyclical top.

This is my personal notes. You might find them interesting. RenMac Podcast. Neil: Egg Prices down 30%! There Should be More Rate Cuts then Less This Year If you aren’t aware, there was a deadly outbreak of bird flu in the US. To stop the spread, farms have to cull their flocks to prevent disease spread. The team discussed that prices of eggs are 30% lower. The surprising thing to...