Category Archives: China

The Dog Ate My Eurozone Recovery

Category: China, Newsletter, US Economy | One Comment

European dysfunction is making Trump’s economic ‘strategery’ look prescient. We all know that Trade Wars are bad for all economies, yet the US economy accelerated in 2018 while all others have slowed to a crawl as US tariff threats across multiple continents became reality. Perpetually fractured European leadership sat on its hands in…

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Sour Apple Guidance and Dovish Fed Gyrate Stocks

Category: China, Global Economy, Newsletter, Speculator, Stock Market, US Economy | No Comments

Moribund Manufacturing data and slower growth guidance by Apple have exacerbated growing fears of recession, sending stocks plunging 3% on the January 3rd. However, exceptionally strong job growth and dovish support from Fed Chair Powell the next day sent stock soaring 4%. Making sense of the frequent news driven volatility is challenging,…

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