The latest increase in China’s exports was driven by US firms “frontloading” orders ahead of tariffs giving false picture of higher US trade deficit against china
Global shipping indicators point to weakening demand.
• The Baltic Dry Index: Everyone is frontloading INVENTORIES.
The fall and rise of Iconic company. GE shares plunge to recession are low of $8, after CEO Culp says he feels the “urgency” and will sell assets to raise cash
Market timers have become extremely pessimistic . I am a contrarian to the core and this kind of market positioning makes me uncomfortable.
