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08 January 2020
Monthly Newsletter (January 2020)

“At all times look at the thing itself- the thing behind the appearance.” Marcus Aurelius

 

“Confidence is contagious. So is the lack of confidence.” ― Vince Lombardi

 

Clues from Recent Asset Classes’ Behavior

Macro: Central Banks Stimulus is Providing a Floor

Oil: Geopolitics in the Middle East may Risk Supply Disruption

MENA: Jordan, an Oasis of Tranquility in the Levant

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