George Robertson
@BickerinBrattle
just listened to 'Shrub" spiel with @fejau_inc and started to write on it point by point. but then realized it is one of several of late of meme-meisters with very shallow and incorrect ideas on how international flows and markets work, especially the US market, so as to...
to the halcyon days of mythic meme touts and battles. that is not to say @agnostoxxx is not bright, just that he is having a hard time as Trump - if anything - destroyed the basis of meme as returns market day to day trading to value. this is what is ending "Fab 7", its meme
...is dying. no longer will folks simply think up sexy memes and spiels to aggregate focus so there is something to trade against given the Fed has destroyed price discovery in terms of relating the economy to risk free yield.
so now we go on with "taste good" "no, less filling" babble with one side or the other dominating the price direction for a day as there is no reality. just a fog. and now there is Trump. sooner or later folks have to learn real econ, reality of plumbing.
that is the service Trump is providing now. no choice.