Listen when people tell you who they are

JP Morgan
Door juni 4, 2019 10:28

Listen when people tell you who they are

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I had underestimated the chances of an escalating tariff war given the problems it creates for US businesses, for the stock market, for Republicans in the Senate who object to them, for some of Trump’s closest advisors and for the President’s 2020 political ambitions. Turns out the President is willing to risk all of that, at least for now. As far back as the 1980’s and again in 2011, Donald Trump was telling people that if he were President, he would take in “hundreds of billions in tariffs from countries that are screwing us”, and that he would start with a 25% tariff on China. Trump has been telling us who he is all along; I should have listened to him.

Perhaps some tariffs will be negotiated down after the June G20 meetings in Japan, or blocked by Congress; or perhaps the Fed will ease. If either occurs, equities should

JP Morgan
Door juni 4, 2019 10:28

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Asset Allocation Consensus September

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Een van de meest gestelde vragen: Heeft het wel zin om de #assetallocation consensus te volgen?

Want het is toch openbare informatie... Na meer dan 7 jaar ziet de outperformance er zo uit #wisdomofthecrowds

Was rustig deze maand met het updaten van de Asset Allocatie Consensus. Ik verwacht met het aankomende #outlook seizoen, dat het wijzigingen gaat regenen de komende weken 😀

Lees de laatste stand hier -> https://t.co/I2u1R6Lre0

#equities #assetallocation

Goud, Zilver en Bitcoin gehoorzamen aan dezelfde wetten https://t.co/RIwa4MuX4z via @opinio_pro
@100trillionUSD

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