Monday, December 17, 2018

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Stanley Druckenmiller comments on the wisdom of Fed tightening in this op-ed (Link)

Stanley Druckenmiller and Kevin Warsh argue the U.S. economy cannot afford a major policy error making now a good time for the Federal Reserve to pause their programme of monetary tightening.

Macro Tourist follow-up to Druckenmiller piece (Link)

Macro Tourist argues in favour of the Druckenmiller / Warsh perspective saying the days of relatively hawkish U.S. monetary policy are behind us.

The Golf Town turnaround story (Link)

A good business comeback story – When Chad McKinnon assumed the helm of GolfTown in October 2016 he inherited a trainwreck.