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Two things that caught my attention this week 3/18/19

 

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Two things that caught my attention this week, 3/18/19:

  • Highlight of MUST READ FT Alphaville article that examines USD's reserve structure post-1980 through "Dutch disease" lens & hits the nail on the head. This article gets at why I keep saying that unless the USD's reserve structure is changed, the US will lose the trade war.
  • Bill Dudley Says Fed Hikes "May Be Back In Play" As Soon As The Second Half – if stock market rally continues, that is quite possible.

Any questions that you have from this episode will be answered on next week’s LIVE Periscope.

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Two things that caught my attention this week 3/10/19

 

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Two things that caught my attention this week, 3/10/19:

  • Getting hard to deny that a new Cold War appears to be breaking out as US forcing world to “pick sides”.
  • DON’T GET SILOED - Complacency regarding financial fallout of US geopolitical moves remains surprisingly high 

Get to know Mr. X in my new book, The Mr. X Interviews Vol. I  - available here:  https://amzn.to/2V64pDb.

Any questions that you have from this episode will be answered on next week’s LIVE Periscope.

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Two things that caught my attention this week 3/3/19

 

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Two things that caught my attention this week, 3/3/19:

  • President Trump Says the Dollar is Too Strong - Bloomberg” He was right about the Fed hikes last fall, and he’s right about this too 
  • Saudi Arabia’s Crude Oil Exports To China Are Seen Up ~50% Q/Q In Q1/2019 – RTRS; a big potential clue that Saudi is granting China some “flexibility” on currency?

Get to know Mr. X in my new book, The Mr. X Interviews Vol. I  - available here:  https://amzn.to/2V64pDb.

Any questions that you have from this episode will be answered on next week’s LIVE Periscope.

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Two things that caught my attention this week 2/24/19

 

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Two things that caught my attention this week, 2/24/19:

  • MacroVoices interview – if haven’t listened to it, would encourage it.  Key = “True interest expense” (Gross Int Exp + Entitlements) will likely be >100% of US tax receipts in <24 mths.  US fiscal pressures & therefore Fed balance sheet expansion much closer than most think. 
  • Buffett – fascinating to watch him bash gold (again), & then a few sentences later, paradoxically make a strong bull case for gold by lamenting "...how difficult it has been for Buffett to put $ to work as fast as BRK accumulates it".  What he says by saying this is that “the world is awash with credit (USDs) backed by ever diminishing collateral” (quote fr Tom Brammar)

Get to know Mr. X in my new book, The Mr. X Interviews Vol. I  - available here:  https://amzn.to/2V64pDb.

Any questions that you have from this episode will be answered on next week’s LIVE Periscope.

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Luke Gromen, CFA
Forest for the Trees

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