Investing in the Post-GVC World

(1) Three Marketeers: Mnuchin, Rubin, and Fink to the rescue. (2) A brief history of Fed Puts. (3) The Fed is playing whack-a-mole again with more moles and bigger hammers. (4) From the Fed to Feddie to T-FED. (5) BlackRock will manage the Fed’s corporate bond portfolio for a small fee. (6) GVC aftershocks will shock the post-GVC world. (7) Globalization is at risk. (8) Bringing supply chains home and working from home. (9) Cash was trash, then came the mad dash for cash. Now cash-rich corporations are like kids in a candy store. (10) M&A boom is on the way. (11) Online shopping, warehousing, logistics, and trucking are likely to continue to boom. (12) Stay away from GVC’s basket cases. (13) A couple of freefalling economic indicators.