FFTT, LLC

the  forest  for  the  trees

 

Two things that caught my attention this week, 1/13/19:

  • Per BAML, German stocks relative to US stocks are trading at 50 year lows - my thoughts on the potential implications
  • News that Russia swapped $100B fr USDs into EUR, CNY is a big non-sequitur to some that suggested that Russian UST sales were merely re-classification from one jurisdiction to another. 

 Featured in this video is my new book, The Mr. X Interviews Vol. I, which is available here:  https://amzn.to/2V64pDb.  Stay connected by joining our weekly newsletter at www.fftt-llc.com.

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Luke Gromen, CFA
Forest for the Trees

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