THE U.S. ELECTION: MAKING MACRO GREAT AGAIN

Why the 'tourist thinks this is one of the most exciting times for macro in many, many years... * h/t to PauloMacro for naming my post

As that great trader Vlad Lenin once said, “there are decades when nothing happens; and there are weeks when decades happen, and there are days when the whole investment landscape changes and you better be not be daydreaming about green vegetables and fruit because you might miss it.”

Yesterday was one of those days.

It might be easy to overlook as the …