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In this special holiday edition, Michael explains how an evening at home went awry: how a discussion about China and Hong Kong morphed into a chart war about Trump, Hoover, Taft, Rachel Maddow and Anderson Cooper.
The Armageddonists and the price of fame.
A brief comment on a proposal from leading Presidential candidates to ban hydraulic fracturing everywhere, immediately.
Michael discusses his forecast for 2020, which entails a modest recovery in global growth and profits after trade-war weakness in 2019.
I went on a search for Democratic Socialism in the real world. I ended up halfway around the globe from where I began. A story in pictures.
This equity market rally is driven by several factors – Fed easing, fears of a recession and what can be characterized as a trade truce, says David Lebovitz.
Inventories tend to have a cycle of their own, growing and contracting several times over the course of an expansion.