China and Trump and America and trade wars, etc.
Tuesday, December 4, 2018 Daily Writing 9:10 AM Initial impressions of the day Yesterday we touched on commodities moving higher. Intuitively you’d think that the spike in demand for copper and other base metals would be due to the tentative truce between the US and China. However, we can't confirm this, and the dramatic downturn… Continue reading Five Hundred Words 12/04/2018
Monday, November 26, 2018 Daily Writing 8:37 AM We are placing greater emphasis on risk management and portfolio construction. Personally, I perform portfolio evaluations each day to address weaknesses. I intend to use this blog as a means of keeping track of my work. Additionally, I can use the blog to publicize my work, progress,… Continue reading Five Hundred Words 11/26/2018