Silver member posts
Sentiment shift on Tesla a warning sign for all riskier assets
JPMorgan Chase's price target reduction for Tesla is the clearest indication yet of a shift in sentiment that investors should see as a broader risk-off marker.
The crisis in Turkey is worsening, foreign currency debt defaults in view
The Turkish central bank has days to stop the currency freefall before we see defaults.
Trump owns the economy as the Fed prepares for two more hikes, companies passing on tariffs to…
Today's daily includes stories on the global economy, inflation, monetary policy and trade.
Inequality and political control of the rich, Trump unchained, and Canada’s opportunity
Today's daily post ismore on the political economy side. Top items include inequality and political control and Trump's negotiations with Canada.
US GDP figures, more on the US and EU vs China, and social media’s comeuppance
Daily newsletter post with thughts on the latest GDP numbers, a US-EU trade deal and the earnings numbers coming from social media companies
Slowing growth at Facebook and the EU and the US vs China
Economic news yesterday was dominated by the Facebook revenue warning and an EU-US trade summit in Washington.
China’s pullback from and trade war with the US, Germany’s rebound and the EM currency…
Lots of positives. The earnings data looks good. This Goldilocks period for the US looks set to continue. Even Germany has shown some signs of economic strength recently.
Trump scores the highest approval rating in his presidency
The "Trump Unchained" policy tack is gathering steam as Trump lays the groundwork for a post-globalist world.
1 Big Idea: Signs of a 2018 top are everywhere
The big idea in today's daily newsletter is that 2018 is as good as it gets. There is also commentary on the manufacturing sector, yield curve flattening, and bond market liquidity
The week ahead — plus Tesla needs help, Trump picked too many Fed hawks and M&A is at a…
My first weekly post at Creit Writedowns Pro includes some thoughts on Tesla, Trump's Fed choices, the US trade war with China, M&A and corporate earnings.