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There’s China And Then There’s ‘Everything Else’…
If you're curious to know what US credit investors are concerned about, the answer is "China".
Or, actually, they're concerned about more than a dozen things, but that list can be divided neatly in two. "There are basically two categories of biggest concerns — China-related (China, trade war, geopolitical risk) and everything else", the bank's Hans Mikkelsen wrote, in a note dated Friday.
What's notable about the May edition of Mikkelsen's US credit investor survey isn't the overall level of
The Bottom line is…….Until the Geopolitical threats created …by and large… by a Neo- Imperialism centered in the US are mitigated the existential threats exist for other World Adversaries . China is slow to react because they have been cleaning our clock for three decades and have been enabled by can you believe ….us (US)… That having been said the methodology of Divide and Conquer went out the Window after the events in Libya and Syria… The handwriting is on the wall for War or Detente ….
“US credit investors.” I was a stock broker pumping chop stocks in the boiler room back in the 80’s. There were always about 250 us dialing for dollars all day in the boiler room, and there was this little dude over in the corner…, he had his own office, with a door (instead of a cubicle, like the rest of us), and he never called anyone – people always called him… “US credit investors”, I guess that’s what you call’em?
Anyhow, every week at the sales meeting this little dude sold more in gross dollars worth of “credit instruments” than the rest of all of us chop stocks boiler room pumpers put together.
Just sayin’…