CRITICAL RISKS In the Global Markets Have NOT Been Priced In! When They Do, Watch Out!

Do you believe that markets are all out of whack because of central bank intervention?

Look at any particular asset class or market around the world. You would think everything was calm and peaceful. You would think that there weren’t any tensions. Look at volatility, it’s historically very low. But what we are looking at his a mirage. We’re being fooled. Unless you want to believe that ignorance is bliss.

 

Equities edge lower though U.S. techs extend gains; Mexican peso slips

www.yahoo.com/news/asia-stocks-dip-rally-focus-back-fundamentals-003909123–finance.html

More than half of US housing markets were overvalued in April

www.cnbc.com/2018/06/05/more-than-half-of-us-housing-markets-were-overvalued-in-april.html

Bridgewater Associates, LP

www.bridgewater.com/research-library/daily-observations/

Bridgewater Hedge Fund Beats Peers, Cuts Europe Shorts – Bloomberg

www.bloomberg.com/news/articles/2018-05-09/bridgewater-hedge-fund-said-to-beat-peers-cuts-europe-shorts

dollar funding withdrawal.jpg (734×496)

www.zerohedge.com/sites/default/files/inline-images/dollar%20funding%20withdrawal.jpg

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www.zerohedge.com/sites/default/files/inline-images/2018-06-05_8-36-10.jpg?itok=4vnqGJ9M

Brazil central bank steps in after real weakened to 2-year low

www.ft.com/content/316a7324-68d9-11e8-8cf3-0c230fa67aec

Kass – The World Is Flat | RIA

realinvestmentadvice.com/kass-the-world-is-flat/

China-US, Trump trade fight: China offers to buy $70 billion of US goods – Business Insider

www.businessinsider.com/china-us-trump-trade-fight-deal-tariffs-2018-6

 

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