“It’s not for me”.
Day: May 20, 2019
Trump: It’s ‘Crazy’ That My Accounting Firm Was Ordered To Turn Over Documents To Congress Today
“It is simply not fathomable”…
We’re Devolving. And The Cobblers Are Restless.
“It is time to bring this trade war to an end”.
When The Chips Are Down
Semis are now synonymous with the overarching macro narrative.
Trump-O-Nomics, Italian Style
“What I care about is a Trump-like revolution.”
Semi Rout At Risk Of Morphing Into Bloodbath As Huawei Reality Sets In
As usual, the market will be forced to deliver the bad news.
An Awkward Combination.
To the extent there are any good vibes, they aren’t likely to last.
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