The Market Sentimentalist - Media Trials (Part One)

The Market Sentimentalist - Media Trials (Part Two)

The Market Sentimentalist - No Pain, No Gain

The Market Sentimentalist - Confusion Reigns (The Crude Oil Price and the Global Economy)

The Market Sentimentalist - Are We There Yet? (Thoughts on US Equities)

Amareos

Ryan Shea

Thematic (Sector/Industry)

United states / Thematic (Sector/Industry)

<h2>Introduction</h2><p><em>One of the numerous criticisms directed towards President Trump is that he tends to view everything as a zero-sum game. Almost certainly informed by his years as a corporate deal-maker, every gain made comes at someone else’s expense. Such thinking seems to be behind the administration’s recent greenlighting of tariffs on US steel and aluminium imports. The recently issued reports<sup>1</sup> by Commerce Secretary Ross cited “national security concerns” for supporting the imposition of tariffs.</em>…</p>

IntroductionOne of the numerous criticisms directed towards President Trump is that he tends to view everything as a zero-sum game. Almost certainly informed by his years as a corporate deal-maker, every gain made comes at someone else’s expense. Such thinking seems to be behind the administration’s recent greenlighting of tariffs on US steel and aluminium imports. The recently issued reports1 by Commerce Secretary Ross cited “national security concerns” for supporting the imposition of tariffs.…

The Market Sentimentalist - Zero-Sum (Thoughts on G3 Currencies)