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Global/Slant

Global/Slant

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

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Posted on 10/14/201903/28/2020

Protected: S&P “48” = 50% OF S&P 500 INDEX

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Posted on 08/07/201912/24/2019

Protected: TRADE WAR = NOTHING MORE THAN POLITICAL PISSING MATCH

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Posted on 07/31/201912/24/2019

Protected: “INDEPENDENT” CENTRAL BANKS = TOTAL B.S.

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Posted on 07/02/201912/24/2019

Protected: U.S. TREASURY YIELDS PRIMED TO CASCADE INTO NEGATIVE TERRITORY

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Posted on 06/13/201912/24/2019

Protected: U.S. INTEREST RATE EXPECTATIONS SET BY KING TRUMP…NOT FED CHAIR POWELL

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