Q&A #181
Are we just T-bills and chill? Given China’s weak consumption, how long can its manufacturing sector sustain current output by exporting overcapacity before trade barriers or profit compression force a correction? Can you explain the Cantillon effect and elaborate on your recent critique of it during an interview with Mr. Gammon? Can you give a high-level update on interest rates from an investing standpoint (TLT & IEF)? Has anything materially changed? Tom Luongo? Should we take Jamie Dimon’s cockroaches at face value? What’s up with recent Loonie spike? What do you think the Fed SHOULD do? How does everyone feel about equities and valuations right now? Is China about to get hit with dumping allegations? Could the US govt end up being the biggest AI bubble supporter? Would it matter? Can the yen carry trade reverse cause a crash?
