
Thoughts From The Divide – Boeing, NFIB, and Repo
“A Deeply Disturbing Picture” Boeing is back in the metaphorical hot seat with a string of bad news. As covered by Chris Woodyard for USA

“A Deeply Disturbing Picture” Boeing is back in the metaphorical hot seat with a string of bad news. As covered by Chris Woodyard for USA

Even in the teeth of surgical assassinations and rocket attacks, the equity markets barely reacted, telling us that the need or desire to chase equity momentum is still in place (for now). I update existing trade recommendations and scour various asset classes for opportunity.

10-Year JGB Yield Turns PositiveMrs. Watanabe Prepares to Short USDJPYDecember Economy Watcher’s Index RisesHonda Motor (7267), Isuzu Motor (7202) Jointly Develop Fuel Cell Trucks 10-Year