Reasons to be Cheerful

Sometimes, there is good news. It may not pan out that way in the longer term, but markets are all about the balance of probabilities, and a surprise to the upside needs to be factored in as much as a surprise to the downside.

1. North Korea

Could anyone have predicted a year ago we would see a Trump tweet like this?

The reality of what might actually take place is unclear, but it's evident that the rhetoric has shifted. Trump can now argue this his '

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