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Monday, July 11, 2016

Liz Ann Sonders' latest


Liz, please forgive me! I've been ignoring you! Blame Jeffrey Kleintop's bullshit for driving me away! But now you're being allowed to write on your own again without his crap mixed in, so I'll link to you again!

Liz Ann Sonders - weekly market comment. Everything is fine and all. Curiously, she suggests adding some EM to your port, which would normally make sense if we're seeing a second-half commodity boom.

Then again, what EMs? Do you really want to own Brazil right now? Russia? India's a negative with Rajan quitting and anyway it's not as if they have any capability to export anything; and what, now you want to own China again?

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