On My Radar: The Greatest Trade Ever

December 13, 2019 By Steve Blumenthal “It hasn’t proven to be temporary. It hasn’t proved to be reversible without massive injections of liquidity. Which means that structural issues are playing a role.” – Mohamed A. El-Erian Chief Economic Advisor, Allianz (on Bloomberg TV) Let’s open this week’s letter with a little story, an excerpt from … Continue reading On My Radar: The Greatest Trade Ever