Walk in the Pines #1

This week's best

Chart of the Week

The chart of 5yr yields (weekly) is striking. The 10 and 30 have already broken out (on yields) and now it looks like it is about to be the 5’s turn.

Tweet of the Week

This is half the reason I wrote an entire Emerald on Ireland last year and why I have owned Irish stocks for a long time and added at the bottom. Ireland does NOT need negative rates – it is like a cheat code for them.

Reads of the Week:

• Good Niall Ferguson opinion piece on Trumpism

• Good MarketWatch piece on the market not worrying about the crazy stuff in DC over the last month.

• Interesting read on “The Art of Powerful Questions.”

Listens of the Week:

• Great MV spot by Luke Gromen. Pay particular attention to Luke’s thoughts on the US devaluing versus gold – that is key.

• Good Hidden Forces on restoring trust in the age of political polarization with Kevin Vallier.

Watch of the Week:

• Good inflation chat between Steven van Metre and Michael Ashton.