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the  forest  for  the  trees

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Two things that caught my attention this week, 10/14/18:

 * Seems as if news feed narratives are “All negative on China, all the time.”  Such unanimity always makes us pause & wonder “what else could happen?”

* Op-ed in Saudi’s state newspaper threatened to price oil in CNY, among other threats levied if the US sanctions Saudi over the death of journalist Jamal Khashoggi. 

 

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Luke Gromen, CFA
Forest for the Trees

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