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Category: consumer confidence

Daily Kickstart (Trump Trainwreck Overshadows BoJ, Eurozone Inflation, GDP)

January 31, 2017

Well, this is officially a f*cking trainwreck. As you’re probably aware by now, President Trump

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Does Tuesday’s “Trump’d” Up Confidence Data Mean More Spending Is Right Around The Corner?

December 27, 2016

A word of caution: we’re talking about a one quarter lead time here…

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Thank You Mr. Trump: Consumers Are Confident As Hell

December 27, 2016December 27, 2016

“The world was gloomy before I won”…

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Monthly Letter

  • The Arbitrageur

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Monthly Letters

The Arbitrageur

October 29, 2026October 29, 2026

To Be Happy

September 4, 2026September 4, 2026

Hell Or High Fashion

July 3, 2026July 3, 2026

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