Michael P. Bornemann (@mpbhh) 's Twitter Profile
Michael P. Bornemann

@mpbhh

#PantaRhei • In Pursuit of Real Returns • *Attempting to skate to where the Puck is going to be*

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calendar_today08-11-2015 15:09:30

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Michael P. Bornemann (@mpbhh) 's Twitter Profile Photo

Episode 11 - Fed's Dead, Baby. Fed's Dead. Thanks vm Grant Williams & Ben Hunt for this podcast episode - great summary and explanation of the current state of play in the US 🇺🇸 Particularly enjoyed (!) the Bessent characterisation ..!

The Kobeissi Letter (@kobeissiletter) 's Twitter Profile Photo

BREAKING: President Trump is imposing an additional 15% tariff on Japan. For the last 4 months, we have received weekly headlines that a trade deal with Japan was coming. Today, along with India, tariff rates on Japan are rising again.

Thomas P (TOM) Logan 🇯🇵 🇺🇸 (@tokyotom2020) 's Twitter Profile Photo

Spencer Hakimian Japan said to greatly increase import of Brazilian beef to Japan in an effort to overcome the effects of Trump’s shocking tariffs on them for their beef exports to United States over a political difference.

Michael P. Bornemann (@mpbhh) 's Twitter Profile Photo

Exit valve for stuffed Private Equity firms - the last one (Main Street savers) holds the short straw..... 🤷‍♂️👇👇