This week, our three screeners cover equity plays in US OAS Spreads, US Exceptionalism, and “DIVE”.
Are you sure you are in a trade war-induced selloff and/or recession? Or, is America – writ large – the bubble? Fed a steady dose of fiscal profligacy over the past five years, the US economy and its various associated assets have…
Trump’s territorial ambitions threaten to deliver negative surprises and “black swan” risks during his four-year term. Military conflicts on the Mexican border raise the biggest risk, but US intervention in Panama can never be ruled…
