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The Consequences of Asymmetrical Monetary Policies
Monthly Market Commentary: January 1, 2025
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The Consequences of Asymmetrical Monetary Policies
Tom McClellan (www.mcoscillator.com) wrote recently about the similarities between 1978/1980 oil stock bubble and the current period: “1980 was when President Reagan defeated the incumbent President Jimmy Carter to win election. Reagan's victory was both anticipated and celebrated by Wall Street, as he was seen as a ‘transformative’ candidate with…
Marc Faber
The 2024 Trump Top
Investors would do well and remember the words of Sir Arthur Conan Doyle who opined that “It is stupidity rather than courage to refuse to recognize danger when it is close upon you.” About tariffs, the great economic journalist Henry Hazlitt said: “And this brings us to the real effect of a tariff wall. It is not merely that all its visible…
Where do I find Value amidst inflated Asset Prices?
The Financial Times recently reported that “Chinese consumers helped drive an unprecedented boom in the global luxury sector in recent years but a deepening slowdown in the crucial market is now taking its toll on some of the sector’s biggest names. Shares across the industry dropped this week after Dior owner LVMH, the world’s biggest luxury…
When Everyone thinks alike Everyone is likely to be Wrong
The inconvenient truth is that An Unprecedented Monetary Destruction Is Coming. In democratic societies, people love everything that causes inflation but hate the consequences, which are among others rising consumer prices. It is therefore, no coincidence that debt-to-GDP has increased in all western democracies over the last 40 or so years. Marc…
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