Category Archives: Uncategorized

Chain Ganging The Supply Chain With Tariffs

Disaster looms.  

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America Set To Learn Hard Truth About “Free Trade”

Good piece in Washington Post on the first U.S. casualties of a trade war with China.   You can see it in the charts China has targeted its retaliatory tariffs to hit Trump where it hurts.   While the largest urban … Continue reading →

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Best Clutch Goal Of World Cup, So Far

What a great match between Germany and Sweden yesterday.  The Germans won it in last minute with this goal.  Super entertaining!  https://twitter.com/worIdcupfan/status/1010616734561300481

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Week In Review – June 22

Summary The S&P500 is trying to establish a new trading range above past resistance at 2742, the .618 Fibonacci retracement level of the current correction. It held last week.  Watch that critical level for support Bond markets remained volatile but … Continue reading →

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Sector ETF Performance – June 22

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Global Risk Monitor – June 22

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Nonlinear Thinking: The Future of Farming

Stunning.  Vertical farm is 100x more productive per foot and only 10 percent of the water than regular farm.  Hydroponics, baby! See our 2011 post here. A warehouse in New Jersey is using technology to enhance how crops are grown … Continue reading →

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Swan Lake – June 21

The euro periphery was rocked today by the rise to power of two populist Eurosceptic political powers, which has called into question the country’s membership in the euro.   Italian 10-year sovereign spreads out 22 bps.   Euro banks weaker EM EM … Continue reading →

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Eurozone Finance Ministers Weigh Up Debt Relief

At the 20th Eurogroup meeting of Eurozone finance ministers, the Greek economy was on the agenda. They are weighing up the question of debt relief for Greece as well as the surveillance of its economy in the years to come.… … Continue reading →

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Swan Lake – June 20

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 Another relatively quiet day on Swan Lake. Italian 2-year … Continue reading →

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