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the  forest  for  the  trees

 

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Two things that caught my attention this week, 5/19/19:

   

* Fed officials begin crafting a narrative that will allow them to expand their balance sheet with stocks at all-time highs & unemployment at 60-year low

* Tone of “serious people” regarding China, trade war is changing.  Blankfein tweeting about merits of tariffs, Friedman agreeing w/Bannon on CNBC.

In this episode, I mention FFTT Tree Rings, for more information, please visit here: https://fftt-llc.com/index.php/subscribe-to-fftt/treerings

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Luke Gromen, CFA
Forest for the Trees

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