the  forest  for  the  trees

Two things that caught my attention this week, 12/9/18: 

  1. Emerging Markets ETF (EEM) v. SPX bottomed in early October; this is a non-sequitur relative to consensus narrative, position – we’re watching with interest.
  2. Rising US deficits into an ongoing foreign UST buying strike now crowding out US economy after having crowded out EM’s earlier this year; Check to you, Fed.

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Luke Gromen, CFA
Forest for the Trees

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