---
title: Longview on Friday | US Equities (2)
description: US Equities |  (2)
---

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# Longview on Friday

## Latest

## ["Major AA Switch Brewing?"........& more on 'Wave Two Relief Rally'"](https://www.longvieweconomics.com/longview-on-friday-blog-archive/major-aa-switch-brewing........-more-on-wave-two-relief-rally)

[Longview Economics](https://www.longvieweconomics.com/longview-on-friday-blog-archive/author/longview-economics)   
** 19-Oct-2018 17:18:59

*Below is a round-up of Longview related views/research & trade ideas – the intention is to publish this most Fridays, updating key themes and highlighting key pieces of (often contrarian) research....*

[Read More **](https://www.longvieweconomics.com/longview-on-friday-blog-archive/major-aa-switch-brewing........-more-on-wave-two-relief-rally)

## ["Equities: After that, What's Next?"; PLUS 'possibly one of the most important foreign policy speeches since......'](https://www.longvieweconomics.com/longview-on-friday-blog-archive/equities-after-that-whats-next-plus-possibly-one-of-the-most-important-foreign-policy-speeches-since)

[Longview Economics](https://www.longvieweconomics.com/longview-on-friday-blog-archive/author/longview-economics)   
** 12-Oct-2018 15:48:10

*Below is a round-up of Longview related views/research & trade ideas – the intention is to publish this most Fridays, updating key themes and highlighting key pieces of (often contrarian) research....*

[Read More **](https://www.longvieweconomics.com/longview-on-friday-blog-archive/equities-after-that-whats-next-plus-possibly-one-of-the-most-important-foreign-policy-speeches-since)

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