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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.

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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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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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Luke Gromen, CFA
Forest for the Trees

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