Category Archives: Uncategorized

Swan Lake – July 9

The Global Macro Monitor defines “macro swan” as any global macroeconomic or financial event with the capacity to spill over into world markets causing risk aversion and lower asset prices.  – GMM “We won the trade war.”  The market narrative du … Continue reading →

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The Week Ahead: Trump’s Euro Trip & US bank results – FT

The FT’s Vanessa Kortekaas highlights the key stories to watch in the week ahead, including US President Donald Trump’s long-awaited visit to the UK, a Nato summit and US banking results.

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Week In Review – July 6

Summary Bounce week in the holiday-shortened sennight The trade war began but the sun came up and the world didn’t end, so they bought ‘em Defensive tone to trading, however. Telecom, utilities, and healthcare outperform Big rallies in Brazil and … Continue reading →

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Sector ETF Performance – July 6

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Global Risk Monitor – July 6

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Tweet of the Day: Dancing on Dmitry’s Grave

Ouch! That must have hurt. Remember the war between Honduras and El Salvador that, in part, started over a World Cup qualifier?   The “Football War” or “100 Hour War.” Feel bad for Russian player, Mario Fernandes,  who missed the … Continue reading →

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THE WORLD THIS WEEK – France24

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Tweet of the Day: Double Yikes!

Unqualified term “war”?   Tell us it ain’t so, Ray Dalio! Remember the Great War with Japan started with trade tensions in response to the country’s agression in Manchuria, among other regions, Tokyo and Washington negotiated for months leading up … Continue reading →

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James Simons of Renaissance Technologies

Must view. Follow it up by reading this Bloomberg piece: Billionaire Mathematician James Simons Flopped the First Time He Invested James Harris Simons has been described as “the world’s smartest billionaire”, amassing a fortune through the clever use of mathematics … Continue reading →

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The Types Of Intelligence

Hat Tip:  @JordanEtem Also see,  The Nine different types of intelligence    

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