Thursday, March 2, 2017
Calculated Risk - vehicle sales over 17M SAAR. I mean, sure, the market has run up way too far way too fast. But I never see a scary, negative piece of economic data coming out of the US.
FT Alphaville - an anti-gay ETF. Wait, I thought that was GLD?
Foreign Policy - Trump looks to bypass WTO rules. And you probably can, if you find enough lawyers. And if not, Canada's experience with softwood shows that at least you can keep illegal tariffs in place for years on end while the dispute runs through the system.
der Spargel - meet Donald Trump's main strategist. We're through the looking glass here people!
Gavyn Davies - whatever happened to secular stagnation? Whether or not it's actually happening, the fact is people aren't talking about it. And expectations being a big part of economic growth, not talking about it might alone be enough to make it go away. No, really.