Silver member posts
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 Turkish central bank has days to stop the currency freefall before we see defaults.
Today's daily includes stories on the global economy, inflation, monetary policy and trade.
Today's daily post ismore on the political economy side. Top items include inequality and political control and Trump's negotiations with Canada.
Daily newsletter post with thughts on the latest GDP numbers, a US-EU trade deal and the earnings numbers coming from social media companies
Economic news yesterday was dominated by the Facebook revenue warning and an EU-US trade summit in Washington.
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.
The "Trump Unchained" policy tack is gathering steam as Trump lays the groundwork for a post-globalist world.
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.