the  forest  for  the  trees


Two things that caught my attention this week, 2/10/19:

  1. Why markets are “too sanguine about the possibility of de-globalization”
  2. Foreigners stopped growing UST holdings in 3q14; why that kicked off the “USD short squeeze” & what it could imply for 2019.

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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