Will Kevin Warsh Stop The Train Of Currency Debasement?
Seeking Alpha·2026-02-06 20:46

On January 27 , 2026, while speaking to reporters, Trump said the value of the dollar was "great" when asked if he thought it had declined too much. Just three days later, heDecoding markets beyond P/E. As an investor, I either put my money into low cost funds or in single stocks that (I think) are asymmetric bets. My portfolio is roughly 50/50 between the two. I like to write about Macro and Fundamentals, with the (painful) awareness that Momentum and Sentiment are what really matters. That’s why I never t ...