Subject: macro MAGA
for those that appreciate marci rossel's attempt to enlighten americans, i highly recommend joeri schasfoort and other global perspectives.

here, joeri takes a stab at outcomes if trump's contradictory policies approach their stated goals :
https://www.youtube.com/watch?...

as somewhat a companion piece, here is some fodder for how a complex dynamic economy may continue to fare against any of trump's upcoming 3D chess enacted primarily to benefit cronies :
https://www.ft.com/content/558...
(paywalled)


for the more practical minded, robeco has simplified near-mid term implications for investors :
https://assets.ctfassets.net/t...

protect your neck.