A2A with Brent Johnson of Santiago Capital

CEO, Portfolio Manager
Santiago Capital
49

We were fortunate to have Brent Johnson join us for this week's A2A. Though we had to battle through some significant technical issues, Brent was still able to supply some valuable information.

If you haven't yet, please stop now and take the time to review Brent's latest presentation as it's the basis for much of today's discussion. You can find it here: https://www.tfmetalsreport.com/blog/8114/guest-post-don-yuan-brent-johns...

As we look forward into 2017, we at TFMR are of the opinion that this will be a "year of uncertainty". As you'll learn from this podcast, even within Brent's forecast of higher interest rates and a stronger dollar, much uncertainty remains as variables and unforeseen consequences interact. So, please carve out some time to give this a listen.

Again, I apologize for the technical issues that seemed to emanate from GoToWebinar, itself. This forced us to cobble together what we recorded before the service went out with some additional audio we were able to record via Skpye. The result isn't as slick and seamless as your usual A2A but the information is compelling, nonetheless.

Thanks for your patience and understanding,

TF

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Key Economic Events Week of 12/5

12/5 9:45 ET S&P Services PMI
12/5 10:00 ET ISM Services PMI
12/5 10:00 ET Factory Orders
12/7 8:30 ET Productivity
12/7 8:30 ET Unit Labor Costs
12/8 8:30 ET Initial Jobless Claims
12/9 8:30 ET PPI
12/9 10:00 ET UMich inflation exp.

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