Connecting the Dots, January 2020

Socialism Is Coming but Not the Way You Think

January 28, 2020

Jamie Dimon, CEO of JP Morgan Chase (JPM), which just marked the most profitable year any US bank has ever had, spoke on CNBC from Davos last week.

Seven Reasons Phase 1 Is a Terrible Trade Deal

January 21, 2020

The “Phase 1” US-China deal is signed, sealed, and delivered. Phase 2 is in the works but won’t happen any time soon. Investors celebrated anyway.

Inflation Kills Wage Growth

January 7, 2020

January is here, which means prediction time. What will the year bring?