The Friday (Zombie & Cockroach) Wrap,
Commentary from the Distilled Perspective of Patrick T Bulger Analytics
Happy Holidays Everyone!
Now, back to being Serious about your portfolio.
Three top Takeaways from the week:
1) Canadian Collateral & Currency Volatility...
Are they intervening?
2) Swiss Volatility still appears to exist.
Are they Unwinding?
3) US macro data looks unhealthy. Credit picture looks concerning.
Note on Data,
We closed the Government for roughly a month and a half…
Data is scattered and lagged,
Some numbers were delayed,
Now some are simply missing...
Next up: January. Yes, less than 30 days away.
We will face another potential Government shutdown...
We'll see how the data blackout progresses...
Your Solution: Stay Tuned Here, Click Connect/Follow
For you, we will continue to sort through the spin and confusion.
We are satisfied with our non-government generated data that we follow.
Who or What will surprise next,
Shadow Banking, Zombie Companies, Financial Cockroaches...?
Call in for a discussion about cautious positioning for your serious capital.
Hit the "Ask" button to reach out.
#Data #Shutdown #YourPortfolio #investmentrisk
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