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The Chart That Should Worry Janet Yellen The Most

Traders in the fixed income and money markets are losing their religion. Slowly but surely, beginning at the long-end, record short speculative positioning in US bonds is being unwound as traders lose faith in Janet and Donald's double-whammy.

A New Jacksonian Era? Part 1

There is no doubt Jackson and Trump have similarities in their confrontational natures, blunt talk and fiery tempers. It is fascinating how the intellectual elites of Jackson’s time had the same level of contempt for the common man as the arrogant ruling elite have for the “deplorables” inhabiting the towns and hamlets of flyover America today.