Category Archives: Uncategorized

Tweet el Xi and Tweet el Jung?

We are a bit confused about last night’s POTUS tweet asking China to remove tariffs immediately on agricultural products.   We know the president is under tremendous pressure from farmers who are losing their arse and their farms in his trade … Continue reading

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Global Risk Monitor – March 1

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‘Toon of the Day: Charlie Brown Negotiations

Come on now.  Put your politics aside and smile at this one. For those not familiar with the comic strip, see here for some context. Hat Tip:  Social✽Fly   @socflyny

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Sector ETF Performance – March 1

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BTFD Liveth

https://twitter.com/occupywisdom/status/1099537165946683393?s=12

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Today In Baseball History

Miss #7.  The original “Natural.” 50 Years Ago Today: New York #Yankees legend Mickey Mantle officially announces his retirement from baseball. ~ "I can’t play anymore. I don’t hit the ball when I need to, I can’t steal when I … Continue reading

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Ten Plus Great Weekend Reads – March 1

February In Review – Global Macro Monitor U.S. Economy Grew Faster Than Expected at the End of 2018 – Fortune The Global Economy May Have Bottomed Out Already, Goldman Says – Bloomberg S&P500’s Five Hottest First Two Months Since 1950 – … Continue reading

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February In Review

Summary EM x/ Turkey & India bond yields lower U.S. 10-year yield up 9 bps on the month U.S. 10 minus 2-year spread 5 bps steeper U.S. credit spreads in big Euro periphery x/ Italy tighter on the month EM … Continue reading

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S&P500’s Five Hottest First Two Months Since 1950

The final trade is in for February and the S&P500 is up 11.07 percent in the first two months of the year.  It is the fourth strongest start for the S&P since 1950. The table shows that such strong Jan/Feb … Continue reading

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QOTD: Free Trade, Please…

  The only policy that left- and right-wing populists can agree on to address economic decline is trade protectionism, which will make the world poorer.  A new type of populism that puts more trust in local communities may well have … Continue reading

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