Ironsides Macro 'It's Never Different This Time'

About Ironsides Macroeconomics, LLC We are an independent provider of macroeconomic and public policy strategy for institutional and sophisticated individual investors, RIAs, wealth managers, banks and corporations. Integral to our approach is utilizing corporate or micro data to analyze macroeconomic secular and cyclical trends. Additionally, we have long written reports under the title, 'It's Never Different This Time' underscoring our use of historical analogs to better inform the business cycle. We analyze economics and policy from the lens of a long-time market participant, in other words, our focus is on sustainable trends and assets we believe that are either under, or over-valued given our economic and policy outlook as well as risks underappreciated by markets. The managing partner of Ironsides Macro is Barry C. Knapp. Barry also serves as Senior Advisor to Macro Risk Advisors (MRA). Barry was most recently a Senior Managing Director and Head of Macro & Public Policy Strategy at Guggenheim Securities. Previous roles included Managing Director and Head of Thematic Strategies for BlackRock Fundamental Fixed Income, Managing Director and Chief US Equity Strategist at Barclays Capital and Managing Director in principal trading and equity derivatives at Lehman Brothers. https://ironsidesmacro.substack.com