A reflection on the 2024 election and who tells your story. On Trump’s victory: market implications of a supply side boost from deregulation clashing against inflationary impulses of tariffs and deportations. The ten year Treasury will be the most reliable barometer of all. To conclude, an ode to...

For participants in the China equity rebound trade: once you hit your return targets, take the money and run. Click here to read the full PDF and view the video.