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Two things that caught my attention this week 2/4/19

 

Two things that caught my attention this week, 2/4/19:

  1. US factory order weakness today = 2018 USD bounce biting; similar to this time last year when “coordinated global growth” was really just 12% USD decline in 2017.  USD must be weakened or else economic weakness will likely continue.  
  2. According to the WSJ, China and Russia have put aside longstanding tensions to cooperate and counter the U.S.  Some say China/Russia alliance won’t last due to historical tensions, may very well be true – but for as long as US has missiles pointed at & only a few seconds of flying time from Moscow, their alliance will continue to grow, if only out of necessity.

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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Two things that caught my attention this week 1/27/19

 

Two things that caught my attention this week, 1/27/19:

  • Seth Klarman joins Ray Dalio, Jeff Gundlach in raising concerns about US fiscal problems potentially leading to a change in the structure of USD reserve status much sooner than consensus thinks.  
  • US & global corp bond & equity mkts are pricing in Xi not being a “most dangerous enemy” as Xi was called by Soros at Davos this week.

 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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Two things that caught my attention this week 1/21/19

 

Two things that caught my attention this week, 1/21/19:

  • Schlumberger recently noted they expect US shale drilling to be flat to down in 2019; if so, this will likely pose a noticeable headwind to US industrial activity
  • Recent economic warnings from Harald Malmgren caught our attention; why we think you should take note of them as well.

Hope that you enjoyed the long 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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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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Luke Gromen, CFA
Forest for the Trees

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