the  forest  for  the  trees

Two things that caught my attention this week, 11/18/18:

  • Fed finally openly talking about US economic slowing may be an important turning point.
  • The narrative in the media is shifting regarding geopolitical dynamics – Saudi vilified, more countries interested in Russian S-400s, US execs becoming China skeptics.

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Luke Gromen, CFA
Forest for the Trees

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