Author the headlines, then (landscape)
Take Five · Portfolio StrategyRIMROCKCAPITAL MANAGEMENT, LLC

Recession

Negative growth + low / negative inflation
Rimrock Macro · supporting evidence · 2026-06-24 · 4 indicators
Rimrock Capital Management, LLC  |  100 Innovation Drive, Suite 200  |  Irvine, California 92617  |  949-381-7800  |  CONFIDENTIAL AND NOT INTENDED FOR PUBLIC DISTRIBUTION1
Take Five · The CallRIMROCKCAPITAL MANAGEMENT, LLC
Recession · the macro case

Rimrock Capital Management, LLC  |  100 Innovation Drive, Suite 200  |  Irvine, California 92617  |  949-381-7800  |  CONFIDENTIAL AND NOT INTENDED FOR PUBLIC DISTRIBUTION2