A Few Things....

September 25, 2019

1. What’s going on in markets ?

A mix of political and economic news in the last few weeks has knocked us off the September highs, which were already below the July highs.

Are we going into a global recession ?

Will Elizabeth Warren be the next US President ?

Is the US dollar about to selloff ?

Are the repo headlines the harbinger of the next LTCM ?

Is the W…