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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 07/22/201808/21/2018

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

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Posted on 07/18/201808/21/2018

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

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Posted on 06/26/201808/21/2018

Protected: CHINA’S ULTIMATE “TRUMP” CARD

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Posted on 05/15/201812/26/2018

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

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Posted on 04/21/201812/26/2018

Protected: LOPSIDED CONSENSUS ON WEAKER U.S. DOLLAR = VULNERABLE TO COUNTER TREND

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