From the desk of Steve Strazza @sstrazza
We’re going to flip the script a bit this week with our RPP Report. We typically don’t publish a report during week’s where we have a monthly conference call as JC covers our positioning and summarizes our key themes and views there.
But we didn’t do one last week either because we had just published our Q3 Playbook which laid out our current position in a painfully detailed manner (it was 250 pages!).
Premium members: read it here if you haven’t yet.
In today’s post, we’re simply going to recap our “Key Themes For The Current Quarter” and update clients on some major developments that have taken place in the past few weeks.
We’ve got some important things to cover so let’s get right to it!