FFTT, LLC

the  forest  for  the  trees

Two things that caught my attention this week, 11/25/18:

  1. More high-profile market participants are beginning to notice that USTs are not acting like they “should” in equity market weakness; why they likely will continue acting poorly.
  2. Atlanta Fed reduced 4q GDP outlook to 2.5%; given higher rates & 105% of GDP US Federal debt, US economic weakness would present historically-unique problems

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Contact Information

Luke Gromen, CFA
Forest for the Trees

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