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Stocks rallied this past week on thoughts that chaos in bond markets could bring an end to QT. While we believe that this is no more...
This week we look at Russia's forced default and rising energy and food prices. The sharp rise in food prices is a bad omen that could...
In the past two weeks, Mr Bear was a bad bear, with his five Dow Jones 2% days, and one NYSE 70% A-D day. They had...
The world really was a much better place when my grandfather could save 10% of his wages at 4% at a local bank to provide for...
In 2020, the run on the bond market was great. A great thirst for cash met with decisive support from central banks. Currently, about $8 billion...