Enjoyable to write and of personal benefit in focusing my thoughts, NFTRH 338 was emailed to subscribers this morning. It includes an extended look at GE’s move to get out of the finance business and focus on manufacturing (in particular, automation and robotics). We take it further and correlated GE’s move to what the Swiss National Bank did a few months ago.
Oh and there was lots more as we covered stock markets, precious metals, commodities and got into some interesting currency conversation. A really good report this week.