Michael Hanson

To will is to select a goal, determine a course of action that will bring one to that goal, and then hold to that action till the goal is reached. The key is action.

Our base case is for limited progress and Chinese retaliation. We see a significant risk for all Chinese imports to be subject to tariffs over the next month or so, the market reaction will ultimately depend on whether China and the U.S. continue to negotiate, whether the remaining $ 325 billion of U.S. imports from China also get tariffed, how China retaliates, and what happens to the( section) 232 auto tariffs.

On the margin, the rise in the participation rate probably slows both the growth rate in wages and the Fed, but the reality is that, generally speaking, wage and price inflation has shown some signs of turning and picking up.

It is such a clear, right, correct and moral thing to do. by Michael Hanson

It is such a clear, right, correct and moral thing to do.