
Seth Golden
@SethCL
Followers
56K
Following
49K
Media
17K
Statuses
60K
I specialize in VIX, Retail, Consumer Goods. Hedge fund consultant, chief market strategist Finom Group
Ocala, FL
Joined May 2012
I hope the J.P. Morgan chart wasn't "news" to you? If it were, you may not have been paying attention for the last 15 years? After all, it's only been the greatest deleveraging period in history? Literally the healthiest household balance sheet in history. If you're also still
0
4
32
If exporters/foreigners were were paying for #Tariffs , Import Prices would be falling. That's not happening!. The last time this didn't show up, eventually, in #CPI/PPI was NEVER. Only thing saving #inflation data are Y/Y declines in Energy/Housing, offsetting so far.
1
3
15
Great guest spot commentary from @fundstrat . I would add the shorthand answer to the question by offering an old markets truism: . “The market never discounts the same thing twice!”.
Is the tariff turmoil still set to hit the economy and stock market? @Fundstrat's Tom Lee weighs in:.
1
5
29