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Global/Slant

Global/Slant

Global/Slanted Analysis of Asset Management + Business + Financial Markets Authored By A L/S Equity Portfolio Manager Who Believes "Not Everything That Counts Can Be Counted."

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Category: Commodities/Currencies

Posted on May 4, 2020February 2, 2021

Protected: GLOBAL OIL MARKET DOMINATED BY TWO MINIATURE SOVEREIGNS = RUSSIA + SAUDI ARABIA

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Posted on July 22, 2018December 24, 2019

Protected: DONNY T. ACCUSES SOVEREIGN TRADING PARTNERS OF MANIPULATING THEIR CURRENCIES = OF COURSE THEY ARE

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Posted on April 21, 2018December 24, 2019

Protected: LOPSIDED CONSENSUS ON WEAKER U.S. DOLLAR = VULNERABLE TO COUNTER TREND

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Posted on December 12, 2014December 24, 2019

Protected: The Petro-Dollar and Inflation

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Posted on November 6, 2014December 24, 2019

Protected: The Scariest Phrase In The World of Commodities

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