the  forest  for  the  trees


Two things that caught my attention this week, 1/27/19:

  • Seth Klarman joins Ray Dalio, Jeff Gundlach in raising concerns about US fiscal problems potentially leading to a change in the structure of USD reserve status much sooner than consensus thinks.  
  • US & global corp bond & equity mkts are pricing in Xi not being a “most dangerous enemy” as Xi was called by Soros at Davos this week.

 Hope that you had a great weekend!  My new book, The Mr. X Interviews Vol. I 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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