Macro Tourist on US/China
I like the way Kevin Muir writes. I like the pictures he uses with the funny captions, and I like the things he writes because these things betray a thinking…
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October 19, 2018
A Bull in a China Shop
Following is the opening segment of this week's edition of Notes From the Rabbit Hole, NFTRH 504. For months now we have been tracking a divergence in the key cyclical…
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June 18, 2018