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