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Two things that caught my attention this week 1/13/19

 

Two things that caught my attention this week, 1/13/19:

  • Per BAML, German stocks relative to US stocks are trading at 50 year lows - my thoughts on the potential implications
  • News that Russia swapped $100B fr USDs into EUR, CNY is a big non-sequitur to some that suggested that Russian UST sales were merely re-classification from one jurisdiction to another. 

 Featured in this video is my new book, The Mr. X Interviews Vol. I, which is available here:  https://amzn.to/2V64pDb.  Stay connected by joining our weekly newsletter at www.fftt-llc.com.

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Two things that caught my attention this week 12/16/18

Two things that caught my attention this week, 12/16/18:

  1. Big week – Fed meeting.  In our view, Fed’s choice = lose a little credibility now (by backing off hike)s, or lose a lot of credibility in 1q19 (by potentially being forced to take more drastic action.) 
  2. Most pronounced HY market issuance drought in 10 years yet another important signal that the economy is slowing down rapidly – will the Fed heed the message this week? 

 Stay connected by joining our weekly newsletter (and download one of our most popular reports) at www.fftt-llc.com.

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Two things that caught my attention this week 12/9/18

Two things that caught my attention this week, 12/9/18: 

  1. Emerging Markets ETF (EEM) v. SPX bottomed in early October; this is a non-sequitur relative to consensus narrative, position – we’re watching with interest.
  2. Rising US deficits into an ongoing foreign UST buying strike now crowding out US economy after having crowded out EM’s earlier this year; Check to you, Fed.

 Stay connected by joining our weekly newsletter (and download one of our most popular reports) at www.fftt-llc.com.

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Contact Information

Luke Gromen, CFA
Forest for the Trees

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