Trump’s the One
It could be yuge. It could be hahrible. But we predict The Donald will be the next president.
Price drift before U.S. macroeconomic news: private information about public announcements?
Global Real Rates and Yields - 2016-05-01
The Four Corners of the GOP (Trump Owns Three of Them)
US GDP - 2016-04-27
Donald Trump will get more primary votes than anyone in history (because more people are voting)
On the April FOMC
Global conditions still need monitoring. Economy slowing. Tame inflation. Any questions?