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Two things that caught my attention this week 10/14/18

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Two things that caught my attention this week, 10/14/18:

 * Seems as if news feed narratives are “All negative on China, all the time.”  Such unanimity always makes us pause & wonder “what else could happen?”

* Op-ed in Saudi’s state newspaper threatened to price oil in CNY, among other threats levied if the US sanctions Saudi over the death of journalist Jamal Khashoggi. 

 

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Two things that caught my attention this week 10/7/18

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Two things that caught my attention this week, 10/7/18: 

  • Few watching UST auctions as context for the USD “shortage”.

  • Why physical gold demand may be a governor on CNY/USD depreciation.

In this video we mention our weekly research report, FFTT Tree Rings.  If you are enjoying my Twitter feed and want to up level your understanding of events (for under $10/month), please visit https://fftt-llc.com/index.php/subscribe-to-fftt/treerings for information on subscribing to FFTT Tree Rings.

 

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Two things that caught my attention this week 9/30/18

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Two things that caught my attention this week, 9/30/18:

  • China September factory growth grinds to a halt as export orders tumble: Caixin PMI.

  • Fascinating: Dalio & Druckenmiller warn of debt & deficits in the 2 weeks prior to the 2nd ever MMT Conf convenes in NYC, where they are effectively discussing how deficits don’t matter.

In this video we mention our weekly research report, FFTT Tree Rings.  If you are enjoying these weekly videos and want to up level your understanding of events, please visit https://fftt-llc.com/index.php/subscribe-to-fftt/treerings for information and to subscribe to FFTT Tree Rings or join our mailing list at www.fftt-llc.com.

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Two things that caught my attention this week 9/23/18

Two things that caught my attention this week, 9/23/18:

  • We are beginning to see a bit more balanced/realistic treatment of trade war in western prestige media.

  • Japan land prices up y/y for first time since 1991, per BAML.

 

In this video we mention our weekly research report, FFTT Tree Rings.  If you are enjoying these weekly videos and want to up level your understanding of events, please visit https://fftt-llc.com/index.php/subscribe-to-fftt/treerings for information and to subscribe to FFTT Tree Rings or join our mailing list at www.fftt-llc.com.

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Contact Information

Luke Gromen, CFA
Forest for the Trees

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