Seven Steps And A Stumble?

We point out that although both rising trade tensions and the Fed are to blame for the shakeout in global stocks, the Fed could be the more important and insidious reason for the spreading weakness in global stock prices. There is increasing evidence that as the U.S....

“Choke Point: Warning Signs Accumulating”

3 parts for this macro monthly written by David Abramson: U.S. Macro Themes: “Strong Oil, Strong Dollar: How Sustainable?” Stay overweight energy stocks. Dollar strength could eventually spur an oil correction, but many other factors remain oil-bullish. Special...
Work to live, don’t live to work

Work to live, don’t live to work

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