Populism Contagion Risk

(1) Is Globalization disintegrating? (2) Global economic integration has been bullish for stocks. (3) Success breeds discontented masses who support populist politicians. (4) Greenspan exaggerates risks, but may be right about ineffectiveness of monetary policy now. (5) Central banks don’t have tools for stopping political contagions. (6) Remaining bullish on “Stay Home” investment strategy. (7) Brexit justifies none-and-done for Fed this year. (8) The long goodbye. (9) No cans left to kick. (10) Pandora’s exit door. (11) Madame Frexit. (12) Not much global growth prior to Brexit.