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Trade Frictions: Broadening Out

Trade Frictions: Broadening Out

Video Commentary for March 7th 2018

Eoin Treacy's view
A link to today's video is posted in the Subscriber's Area.
Some of the topics covered include: Trade wars troubling for India, base formations in bonds and commodities, bitcoin decline may be positive for gold, subscription businesses continue to do well, consumer staples underperform, stock markets generally steady


Email of the day on long-term themes:
I was at the last Seminar in London.

I hope you are enjoying the weather in Dubai. Here in Dublin it is snowed in with temperatures -2C, real feel -11C and the city has ground to a halt!!

Anyway, I wanted to let you know that I think your note on Long Term Themes is an excellent addition to the Comment of the day. A very good succinct summary of your current view. I had been keeping my own notes from your videos. I think that you could also consider adding comments on the disenfranchisement of people in the developing countries contributing to the change in the established order, the rise of the global consumer, forecast population growth being greatest in Africa and gold….

Thanks for a great service.

Eoin Treacy's view
Thank you for these suggestions and I’m delighted you are enjoying the service. I love to travel because I believe it helps to broaden one’s perspective, but it is also nice to be back in the routine of home life. Thank you for these suggestions which I will incorporate into today’s and future long-term updates. Continues in the Subscriber's Area.



Long-term themes review March 7th 2018

Eoin Treacy's view
FullerTreacyMoney has a very varied group of people as subscribers. Some of you like to receive our views in written form, while others prefer the first-person experience of listening to the audio or watching daily videos.
The Big Picture Long-Term video, posted every Friday, is aimed squarely at anyone who does not have the time to read the daily commentary but wishes to gain some perspective on what we think the long-term outlook holds. However, I think it is also important to have a clear written record for where we lie in terms of the long-term themes we have identified, particularly as short-term market machinations influence perceptions.
Here is a brief summary of my view at present.

Trade Frictions: Broadening Out
Thanks to a subscriber for this report from Morgan Stanley which may be of interest. Here is a section - continues in the Subscriber's Area.


Eoin Treacy's view
A link to the full report as well as a section from it are posted in the Subscriber's Area.

Trade wars are only manageable if both parties decline the temptation to escalate. This is still very early and some still doubt whether the Trump administration will go ahead with tariffs even after Steve Cohn’s resignation. However, Trump also started his re-election campaign last week and this move is aimed squarely at his voter base in the exactly the same way as the tax cuts were.


Eoin's personal portfolio update February 28th 2018

Eoin Treacy's view
One of the requests subscribers have asked for most over the last few years has been to have an easy way to find what positions I have open at any given time. Therefore, I repost this section on a daily basis and the title will always include the date of my most recent trade. 


2018, the 49th year of The Chart Seminar

Eoin Treacy's view
The first venue for The Chart Seminar in 2018 will be:

Melbourne on April 16th and 17th. We are currently in the process of confirming a venue. 

I will also hold an online seminar, probably in May over the course of three or four days.

There will be another Seminar in London in November and I am in initial discussions with a potential partner about organising a New York Seminar.

If you would like to attend or have a suggestion for another venue please feel to reach out to Sarah at [email protected] 

The full rate for The Chart Seminar is £1799 + VAT. (Please note US, Australian and Asian delegates, as non EU residents are not liable for VAT). Subscribers are offered a discounted rate of £850. Anyone booking more than one place can also avail of the £850 rate for the second and subsequent delegates.

Continues in the Subscriber's Area.

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