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JP Morgan Chartbook

Barry Ritholtz calls this his favorite chartbook here I haven’t studied it but I didn’t want to see it pass away without being linked on MFO.
He says:
“ My favorite market chart book is out, and as always, its filled with 86 pages of great charts and insightful ideas. There are a few new(ish) sides in the deck and a couple of unusual charts worth highlighting.

My suggestion: Download the deck, work your way through it, identifying:

1. What each slides states overtly?

2. What is suggested more subtly?

3. What does second order thinking (ala Howard Marks) of each slide suggest?

4. What pushback can you muster versus the dominant narrative of each?”

Link to the chartbook

Your thoughts?
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