Marko Kolanovic On BTFD, Trade Wars, ‘Clickbait’ And Trump Impeachment

Marko Kolanovic - a.k.a. "Gandalf", a.k.a. the "half-man, half-God" - has a new note out and it's great. For the past couple of years, Kolanovic's research has been hijacked by the doomsday crowd as part of that crowd's ongoing attempt to justify a bearish lean that has been perpetually and decisively wrong for a solid decade. It is of course by no means clear that Marko was a willing accomplice in that effort. Kolanovic's legend has grown in proportion to the market's interest in the risks po

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