Walk in the Pines #4

This week's best

Chart of the Week

Staying short the long bond and oil have been my best moves this year.

Tweet of the Week

This is spot on and many investors are choosing to ignore this and amplify bearish factors instead.

Reads of the Week:

• If you care about the future of China/US relations/competition and have not read “The Longer Telegram” – stop what you are doing and read it.

• The Foundations of Complexity Economics

Listens of the Week:

• Jim had Tim Urban on Infinite Loops. I am a HUGE HUGE fan of Tim Urban. Must listen and if you have not read his blog. DO IT.

• Radigan Carter on Hidden Forces talking about building wealth during the Fourth Turning.

Watches of the Week:

• Druck was on with Goldman – never miss Druck.

• Couple folks I completely disagree with right now (makes listening and thinking about their views important for red teaming) – David Rosenberg & Ben Hunt.

• My buddy Luke Gromen also on RV with Ed Harrison.