Daily Archives: January 20, 2016

Biggest Macro Threat? Depressed Elites, Self-Fulfilling Prophecies, and the Davos Echo Chamber….

Markets are down to start the year and we’ve got a whole range of fun, new macro worries.  China!  Oil!  Weak retail!  Aieeeee!  I think this will all turn out to be of concern, but not deadly.  6-12 months ago … Continue reading

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