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The year at a glance

So this year was a surprise. Everyone including yours truly predicted a fallout from the rather unconventional elections and no such thing ever materialized. On the contrary, animal spirits were in full display as deregulation and unprecedented low volatility took shape.

2017 cannot be closed out with a tip of the hat to crypto currency and even though I did not participate in it, it is fascinating to see a bubble form. Everyone at work is talking coins and reading up on blockchain. Bitcoin rallied from $9000 on thanksgiving night to $20000 by end of December and back to 14000$ before the close of the year. Can't say there was a dull moment in that 45 days.

So what worked and what did not.....

Biggest failure... GE. Boy did that come from left field. If there was one stock that I did not expect volatility in that low volatility environment, it was GE. The cash flow collapsed and everything from a PR perspective that could go wrong went wrong. New CEO and a whole lot of mea culpa …

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