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Year: 2019

Bellwether South Korea Staggers Out Of Rough 2019 With Better-Than-Expected December Trade Data

December 31, 2019December 31, 2019

For the year, South Korea’s exports fell 10.3%.

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How Bad Would It Have Been Without The Xanax?

December 31, 2019January 1, 2020

We may never know.

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1 Comment on How Bad Would It Have Been Without The Xanax?

What’s Better Than Buying An Index Fund? Buying Index Stocks, That’s What.

December 31, 2019

This is pretty simple, really.

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4 Comments on What’s Better Than Buying An Index Fund? Buying Index Stocks, That’s What.

As Trump Talks Up ‘Very Large’ China Deal, Peter Navarro Feigns Excitement In Painful CNBC Chat

December 31, 2019December 31, 2019

“Let’s see what happens”.

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Embassy Incident, Kataib Hezbollah Strikes Are Latest Episode In America’s Cat-And-Mouse Game With Iran’s Soleimani

December 31, 2019December 31, 2019

Someone “will be held fully responsible”, Trump swears.

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5 Comments on Embassy Incident, Kataib Hezbollah Strikes Are Latest Episode In America’s Cat-And-Mouse Game With Iran’s Soleimani

2019’s Dominant Trends Reverse In Year-End Shuffle

December 31, 2019December 31, 2019

Don’t read too much into it.

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China PMIs Show More Signs Of Tentative Stabilization As Factory Activity Expands For Second Month

December 30, 2019

Hardly a blowout, but it’ll do.

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‘We Didn’t Know Why Rudy Was Involved’: Giuliani, Lev Parnas Participated In Effort To Ease Maduro From Power In Venezuela

December 30, 2019December 30, 2019

Disconcerting and manifestly insane.

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America At 400: 1619-2019

December 30, 2019December 31, 2019

“America has turned its back on some of its best achievements, and never showed the courage (or desire) to completely distance itself from some of the worst practices of its past”.

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2 Things: Soy And Gold

December 30, 2019December 31, 2019

It’s too late for some Trump voters in farm country, though.

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Lukewarm Data Belies Top 10 Year For S&P

December 30, 2019December 30, 2019

As for what’s in store…

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Pensions Go ‘Exploring’ In Exciting World Of Opaque, Illiquid Private Credit

December 30, 2019December 30, 2019

Maybe “spelunking” is better.

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US-China Deal Signing Ceremony Set For This Weekend: Report

December 30, 2019

Poor Liu He.

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‘The World’s A Nicer Place When The Dollar’s On The Back Foot’

December 30, 2019December 30, 2019

A lack of news makes positioning-inspired dollar drop the story du jour.

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Hong Kong’s Exports Fall 13th Straight Month As Nightmare Year Winds Down

December 30, 2019December 30, 2019

“As we walk through 2019, whether we are carrying fear, anxiety, anger, or confusion, we can choose to embrace the future with hope”.

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Monthly Letter+

  • Exiles On Main Street

    February 4, 2023February 4, 2023

Week’s News

‘Nuanced’

February 7, 2023February 7, 2023

Is ‘American Utopia’ A Macro Illusion?

February 6, 2023February 7, 2023

Herding Cats Around The ‘Immaculate Disinflation’

February 5, 2023February 7, 2023

A Real Scorcher

February 3, 2023February 4, 2023

Groundhog Day

February 2, 2023February 4, 2023

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Monthly Letters

Exiles On Main Street

February 4, 2023February 4, 2023

That’s Great, It Starts With An Earthquake

January 22, 2023February 4, 2023

Addiction Liability And The Roaring Twenties

December 17, 2022February 4, 2023

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