economy Markets

With Fund Managers Most Bearish On Global Economy Since Lehman – Some Quick Thoughts

None of these observations are exactly Fields Medal-worthy, but...

None of these observations are exactly Fields Medal-worthy, but...
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5 comments on “With Fund Managers Most Bearish On Global Economy Since Lehman – Some Quick Thoughts

  1. Trump entered office determined to disrupt the consensus view that open borders/flows were good and walls/trade barriers were bad. He succeeded.

      • Global trade, open borders, the world is a better place when we focus on our comparative advantages and let others do the same and we all work together to get along and grow the pie. You know, Adam Smith and David Ricardo? Trump is doing his damndest to chuck that out the window. Stock valuations, globally, will follow.

  2. Trump is doing what Stephen Miller (and others) says polls well with voters – that / he GOP needs to win in swing states.

    • He lost the popular vote by 3 million in 2016 and will lose it by more in 2020. Anyone who thinks Trump is a “popular” president needs to look up the definition of that word.

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