A couple of minor technical problems called “business” and “life” have now intruded on my increasingly bogged down publication schedule that, in the interest...
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Posts Tagged ‘ Christopher Thornberg ’
Russ Winter’s Actionable- The Nature Of One Trick Ponies
Christopher Thornberg has a chart presentation out and I have picked over some items for observation. One talking point of the bullish story is increasing exports. However, when one looks under the hood, and asks to whom, the answer is another one trick pony, China (second chart, YoY) . China, in turn has imported...
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