Global/Slant – Page 3 – Global/Slanted Analysis of Business + Financial + Political Markets Authored By A L/S Equity Portfolio Manager Believing "Not Everything That Counts Can Be Counted."

08/14/201810/17/2018

Protected: ELON MUSK = BIZARRE COMBINATION OF HOWARD HUGHES & ELIZABETH HOLMES

07/22/201808/21/2018

Protected: DONNY T. ACCUSES SOVEREIGN TRADING PARTNERS OF MANIPULATING THEIR CURRENCIES = OF COURSE THEY ARE

07/18/201808/21/2018

Protected: INFLATION IS HERE: CENTRAL BANKERS WILLINGLY STOKE & IGNORE

06/26/201808/21/2018

Protected: CHINA’S ULTIMATE “TRUMP” CARD

05/15/201812/26/2018

Protected: 7-10 YEAR TREASURY PRICES = INCREASINGLY “DOWN & TO THE RIGHT”