Tag: positioning

• Jingle Bells, Batman Smells: YTD Reflection & 2019 Positioning

  

  Christmas season is upon us and geez has the year flown by. Below is a reflection on the year’s returns and what to expect/how to position going forward. Returns year to date have been tepid in the US and abysmal in Europe and Asia. The question is, what should investors expect moving into 2019? Growth…

  Thomas Schleusener

  December 4, 2018

  Markets, Non-Fiction

  aaa, bbb, bitcoin, bonds, christmas, credit spreads, fed, interest rates, investing, investments, macro, positioning, spreads

• The Climate Change Conspiracy and How to Position Your Investment Account in 2019

  

  President Trump tweeted the following on Nov 6, 2012: US manufacturing is not competitive even without regard to climate change! It’s common economic sense. Chinese production costs are lower than the United States. Chinese manufacturing yearly wages amounted to $9,207 in 2017. The Federal Reserve Bank of Saint Louis Economic Research division estimates the average hourly…

  Thomas Schleusener

  November 7, 2018

  Markets, Non-Fiction

  climate change, commodities, investments, positioning, solar, trump