SocGen’s Kit Juckes Is “Back From The Alps”: Here’s His Quick Pocket Guide To An Uncertain Market

The tough thing about a market dominated by geopolitical concerns is that geopolitics is country- or at least region-specific. There’s nuance, idiosyncrasies, thousands of years of history peculiar to this country or that, religious undercurrents, etc., etc. You have to take all of that into account when trying to make sense of markets in the context of multiple geopolitical powder kegs.

As North Korea Displays Missiles, Some Perspective

Remember how about 24 hours ago everyone was sure – sure – that North Korea was going to nuke Seoul, launch “sarin-tipped” missiles at Japan, and/or wipe Hawaii off the face of the earth on Saturday, the 105th anniversary of founder and former leader Kim Il-sung? Yeah, well they didn’t. As you’ve undoubtedly heard by…