Risk seminar concludes; China's Venezuela mess; Apple-Qualcomm dispute continues; Bing is back

Happy Thursday, here are some of the things on my radar today:

  • My neck hurts from all the US-China trade talks whiplash. I wish everyone could chill out but that is not how the markets work. Be wary of leaks and “scoops”, what matters next is the the Liu He visit next week. The two sides are still far apart, but there are also 35 days until the March 1 d…

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