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Daily Note

Hope You Like Whips And Chains

Sep 12, 2019

Thomas Thornton

  • Whips (sharp market moves) and chains (indebted society) 
  • Equity markets still buy what Central Banks are saying and "hopes for trade" continues to move markets higher
  • Factor analysis has flipped from what started to work in the past few days back to what has been popular in recent quarters
  • Bank growth without buybacks is shockingly low and negative and that's a problem if this type of economy
  • Politicians want more of your money and while authors now want governments to take everything you own
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