Well, even JPMorgan got that right. Over the weekend a carbon unit identified as the banks’ “cross-asset strategist” (say what?) warned that investors should brace for a boo-boo by the Donald with respect to the China trade skirmish conflict war: The other concern is that US economic and equity market resilience despite tariffs will embolden the President on all geopolitical fronts – autos, NAFTA and particularly Iran – and thus risk a major miscalculation from sanctions that are tough to calibrate. Ya think? What apparently triggered this particular “good to know” utterance was not merely today’s effective date for major … Continue reading Unhinged!