The rate of change for liquidity will decline (Fed rate hikes, QT, and ECB tempering their QE program)
YoY comps for earnings will be tougher in 2018
Inflation is ticking up. Does anyone know that commodities posted back to back positive returns for the first time since ‘10 (we are using the BCOM index).
Continued from part one... Q1 hedge fund letters, conference, scoops etc Abrams and his team want to understand the fundamental economics of every opportunity because, "It is easy to tell what has been, and it is easy to tell what is today, but the biggest deal for the investor is to . . . SORRY! Read More