361 Capital writes…..Unfortunately the negative market influences continue to pile up on the negative side of the ledger. As a result, Santa still likes you but he hates your investment portfolio this year. Here is what Santa has hidden behind the doors of the 2018 Investment Portfolio Advent Calendar this year…
1- “I am Tariff Man”
2- Huawei CFO Retreat
3- An exiting John Kelly
4- S&P 500 Death Cross
5- Broken Brexit
6- Fruitcake
7- A Yellow Vest of Paris
8- Robert Mueller Schedules a Press Conference
9- A Border Wall or Government Shutdown
10- Some More Fed Tightening
11- M. Cohen & Affair Hush Money
12- Raiders vs. Niners
13- Global Growth Slowdown
14- A Flat/Inverted Yield Curve
15- Further Credit Deterioration
16- M. Cohen & Trump Tower Moscow
17- Financial Stock Underperformance
18- Another Netflix Holiday Special
19- Falling Home Sales
20- Bitcoin Liquidations
21- Khashoggi/MBS/Jared
22- An Oil Bear Market
23- A Volatility Index > 20
24 – 2019 Profit Margin Uncertainty
25- A Stocking Full of GE, DB & GM
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