Sonu Varghese
@sonusvarghese
Musings only. Chief Macro Strategist @CarsonGroupLLC. Advisory services through CWM, LLC, Registered Investment Advisor. Manage $8B+ for clients.
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February 2011
1.6K ํ๋ก์ ์ค 16K ํฌ
Nominal growth๐ฅ
ISM Manufcturing PMI at 55.5
Prices index eases, but still hot at 75.2
Notable comment ๐
"Any commodity consumed by AI/data centers is in a crunch, both for supply and pricing. We keep wondering when the madness will stop."
@RyanDetrick @CarsonResearch
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