What happens at Georgetown Prep, doesn’t stay at Georgetown Prep…
Day: September 18, 2018
Trader Asks: How Long This ‘Cleanest Dirty Shirt’ Thesis Really Run?
“My bet is that on a relative basis, there are other shirts to buy.”
Marko Kolanovic Says Stay Overweight Stocks, EM, Flags Trump Risk, Warns Fed To Stay Vigilant
“The main risk to our pro-cyclical and non-US tilt is a spiraling escalation of the trade war, political tail risks in Washington, and failure of the Fed to recognize those potential developments.”
Bonds Now Most Attractive Relative To Stocks Since 2011 – I Guess.
Surely someone will find this “enticing”…
Goldman: ‘Greater Than 50% Chance’ Trump Goes All In On China By 2019
“…we believe the US could announce plans to impose tariffs on ‘phase three’ within the next couple of weeks.”
‘Shooting From The Hip’: High Noon Arrives For Trump’s Trade War
Wilbur needs you to understand that everything is under control.
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