US EditionAs Political Dumb-Wits Beat the Drums of War: Keep Commodities Front and Centre - Fat Tail Daily
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As Political Dumb-Wits Beat the Drums of War: Keep Commodities Front and Centre - Fat Tail Daily
This week, markets have been laser-focused on a China-US Trade deal. For good reason, too. Stocks have surged since the mini-panic lows of April 7, now a whisker from their all-time highs. With so much expectation now built into equities, Trump needs to deliver. Let’s see what happens once the curtain gets rolled back this week and whether negotiations have led to something worthy of the recent rally. But in the background, perhaps something muc…
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