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Summary: The events of the past week have convinced me to elevate my risk warning flag from bright yellow to red-ish. Markets appear to have lost their sense of humor, no longer willing to overlook big problems and erratic behavior. … Continue reading →

Next time you have a bad day, just be thankful you are not Pres. Trump’s trade negotiator. Monday: Steve Mnuchin and Bob Lighthizer take the red eye to Shanghai to reboot the US/China trade talks that blew up in May. … Continue reading →