Gardenwalker

10 yr US bonds are back at the levels they were last week. Market is factoring a decent dose of inflation. (View Post)

Not going to happen. The U.S. has essentially declared a kind of war on China, and the C-in-C is in control of overall strategy. (View Post)

The market would collapse, pushing yields through the roof. (View Post)

Dan Hodges is supposed to be a political commentator. Donald Trump is not “raving mad”. That’s a stupid and totally unexplanatory assessment. (View Post)

Believe Ackman suggested this last night. It would be sensible. The US’s strategic trade issue is essentially with China, not with its (erstwhile?) allies. (View Post)