Good job numbers and a bad attitude
Employment numbers came in just right last week, so what are we worried about?
Unhedged · Financial Times & Pushkin Industries
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Show Notes
Summer’s nearly over, autumn is approaching, and the jobs numbers came in just right. So what are we worried about? Besides the slowdown in China, there are also concerns about the sagging bond market and a drought affecting the Panama Canal. Also, we go long the education and medical sectors and short … fried cheese.
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