The Iran conflict and why political events aren't bigger economic drivers
|Jan 17, 2020||1|
Somewhere in the Credit Writedowns archive are comments regarding US President Trump to the effect that political economy shocks won't matter. So I want to share a quick anecdote with you on why I have never put too much stock in the political economy as a crucial factor regarding market or economic outcomes.
The Iran Fiasco
Last night I was catching up o…