“Investing is macro and macro is geopolitics. If you don’t get that, you’re going to be perpetually behind the curve going forward.
Day: February 4, 2017
“That’s A Pretty Big Conclusion To Make”: WSJ Questions Interpretation Of “Disappointing” Jobs Number
Investors and traders aren’t enamored with the January jobs number. And why should they be? After all, at 227k it “only” beat estimates by something like
Is This The Greatest Risk To Markets?
“(Un)favorable”…
Saturday Humor (“What Is This Country Coming To?”)
Can someone please help explain what’s going on, because Donald Trump is getting frustrated…
A Listless Nadir
So it’s the weekend and on weekends I like to keep things simple for those who, very much unlike me, have more enjoyable things to do
Chart Check (History Is Not On My Side)
I’m going down with the ship: “this time is different.”
Goldman Tacitly Bullish On War
“A&D stocks will be direct beneficiaries of any increase in the defense budget.”
Trump Wakes Up, Has Epic Twitter Meltdown
I want to make an appeal to rationality here…
