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Two things that caught my attention this week 3/31/19

 

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Two things that caught my attention this week, 3/31/19:

  

  • The S&P 500 $SPX rallied more than 1.5% in March, while the Russell 2000 (small caps) fell more than -2% over the past 20 years, this divergence only happened one other time: March 2000 - via Troy Bombardia

 

  • Flip side: Asian data beginning to turn - China ISM highest in 5 months, EM Asian financial conditions loosening.

In this episode, I mention FFTT Tree Rings, for more information, please visit here: https://gromen.lpages.co/tree-rings/

 

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Two things that caught my attention this week 3/25/19

 

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In this video, I mention our research product, FFTT Tree Rings. If you enjoy these weekly videos, you will enjoy FFTT Tree Rings, for more information, please visit https://gromen.lpages.co/tree-rings/

Two things that caught my attention this week, 3/25/19:

  1. As a matter of national security, China cannot accept a trade deal that leads to a higher CNY v. USD unless that deal allows China to import key commodities (esp energy) in their own currency. There likely won't be a trade deal unless this is agreed to.
  2. Samuel Rines: The Fed's decision on the balance sheet basically means QE-lite is coming in 2020.

Please submit any questions that you have to This email address is being protected from spambots. You need JavaScript enabled to view it. and Luke will select one to answer the following week.

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Two things that caught my attention this week 3/18/19

 

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Two things that caught my attention this week, 3/18/19:

  • Highlight of MUST READ FT Alphaville article that examines USD's reserve structure post-1980 through "Dutch disease" lens & hits the nail on the head. This article gets at why I keep saying that unless the USD's reserve structure is changed, the US will lose the trade war.
  • Bill Dudley Says Fed Hikes "May Be Back In Play" As Soon As The Second Half – if stock market rally continues, that is quite possible.

Any questions that you have from this episode will be answered on next week’s LIVE Periscope.

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Two things that caught my attention this week 3/10/19

 

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Two things that caught my attention this week, 3/10/19:

  • Getting hard to deny that a new Cold War appears to be breaking out as US forcing world to “pick sides”.
  • DON’T GET SILOED - Complacency regarding financial fallout of US geopolitical moves remains surprisingly high 

Get to know Mr. X in my new book, The Mr. X Interviews Vol. I  - available here:  https://amzn.to/2V64pDb.

Any questions that you have from this episode will be answered on next week’s LIVE Periscope.

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Luke Gromen, CFA
Forest for the Trees

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