Beware The 'Unholy Alliance' Of Trump & Powell

...the cumulative evidence increasingly points to an unholy alliance between Donald Trump and the US Federal Reserve with the Fed succumbing to political pressure and delivering Donald Trump what he needs most...

  • Nov 30, 2019 10:30 AM

ESG = Excessive Share-price Growth

ESG will limit new supply and raise everyone’s cost of capital - which is great if you already have an existing producing asset... The same sorts of “intellectuals” that brought you QE and ZIRP also brought you ESG...

  • Nov 29, 2019 11:32 AM