Miss Liberty, Made In China

Fri 8 Nov 2019

Brian Dennehy

Membership Access | gold

Market commentary

This is a story about ambition, paranoia, and how the investment world will dramatically change if the United States continues on its current path. Trump wants re-election this time next year, and he gets that the stock market is a barometer of his re-election likelihood. Beyond bullying the Federal Reserve to cut interest rates (already achieved, with success), what else can he do to provide the vroom sufficient to fuel confidence in the stock market, or, if that fails, confidence in him?

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