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

 

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

  • President Trump Says the Dollar is Too Strong - Bloomberg” He was right about the Fed hikes last fall, and he’s right about this too 
  • Saudi Arabia’s Crude Oil Exports To China Are Seen Up ~50% Q/Q In Q1/2019 – RTRS; a big potential clue that Saudi is granting China some “flexibility” on currency?

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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Two things that caught my attention this week 2/24/19

 

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Two things that caught my attention this week, 2/24/19:

  • MacroVoices interview – if haven’t listened to it, would encourage it.  Key = “True interest expense” (Gross Int Exp + Entitlements) will likely be >100% of US tax receipts in <24 mths.  US fiscal pressures & therefore Fed balance sheet expansion much closer than most think. 
  • Buffett – fascinating to watch him bash gold (again), & then a few sentences later, paradoxically make a strong bull case for gold by lamenting "...how difficult it has been for Buffett to put $ to work as fast as BRK accumulates it".  What he says by saying this is that “the world is awash with credit (USDs) backed by ever diminishing collateral” (quote fr Tom Brammar)

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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Two things that caught my attention this week 2/18/19

 

Two things that caught my attention this week, 2/18/19:

  • U.S. DEC. RETAIL SALES FALL 1.2% M/M, BIGGEST DROP SINCE 2009 = yet another sign that the US stock market effectively IS the US economy.
  • EU continues to push ahead aggressively with moves to reduce USD usage in EU energy imports.

Stay connected by joining our weekly newsletter at www.fftt-llc.com.

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

 

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

 

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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