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."

02/19/201812/26/2018

Protected: CENTRAL BANKS: MORE LIKELY TO ERASE SOVEREIGN DEBT THAN MEANINGFULLY RELEASE BALANCE SHEET ASSETS TO THE MARKET

02/04/201812/26/2018

Protected: 2 YEAR GREEK SOVEREIGN DEBT YIELDS LESS THAN UNITED STATES 2 YEAR TREASURY NOTE

01/07/201812/26/2018

Protected: BIGGEST RISK FOR STOCK MARKET = URGENCY TO BUY SIMULTANEOUSLY INCREASING WITH “SKY HIGH” SHARPE RATIO

08/15/201712/26/2018

Protected: KEVIN WARSH = BEST OPPORTUNITY FOR FEDERAL RESERVE OVERHAUL

08/07/201708/21/2018

Protected: THE SINGULAR FOCUS FOR CENTRAL BANKERS = INFLATION