Equity positioning saw a modest retreat last week, but remains at the 52nd percentile

The clearest bet for this decade is energy.

US Construction spending has slowed down considerably, year-on-year.

The split announced by Kraft-Heinz may not be going as planned. Berkshire Hathaway decided to take a $3.8B write down stating that the unrealized loss seems more permanent. They also gave up board seats.

China exports to RoW rise amidst lower exports to US – BofA