Investment Conclusion. Exceptionalism is not just about benefits but costs. The economic policies and geopolitical disruption of the second Trump Presidency are certainly exceptional but will incur more economic costs than benefits. These costs will be spread about the worl... Read More
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26 Nov 09
Creditless Bubbles And Logical Fallacies
#Finance#Monetary Policy#Strategy Archive#Economy#Leverage#Risk Management#Banking#Federal Reserve#Asset Bubbles#Government Borrowing
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
01 Nov 06
New Monetarism and the currency accelerator
#US#Japan#Markets#Strategy Archive#Capital Flows#Asset Bubbles#Global Trade#Asset Monetarism#Liquidity Pyramid#Europe/Euro
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
08 Aug 06
US Chicken and egg of recession and inflation
#Protectionism#Energy#Monetary Policy#Geopolitics#Recession#Strategy Archive#Inflation#Interest Rates#Consumer Spending#Asset Bubbles#USA
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
12 Jul 06
Asset Allocation The Long Slow Grinddown
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
03 Feb 06
Other Worlds
#Japan#Markets#Strategy Archive#Economy#Eurozone#Equities#Gold#Commodities#Bonds#Real Estate#Asset Bubbles#Stocks
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
19 Jan 06
The Year of the Dog and its Bedside Reading
#Agricultural Commodities#Yen#Japan#Euro#Strategy Archive#Dollar#Eurozone#Gold#Thrift#Economic Recession#Investments#Equity markets#Cash#Asset Bubbles#Credit Bubbles#US External Deficit
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
03 Nov 97
Indonesia - The eye, not the end, of the storm
#Finance#Asia#Strategy Archive#Economy#Debt#Latin America#Exports#Taxation#Government Policies#Indonesia#Fiscal Deficit#Asset Bubbles#Imports#Trade Balance#Monopolies#IMF (International Monetary Fund)
This Strategy Report is from the Archive, and is presented in its original format. Tags have been generated by AI. If you notice any inconsistencies, please get in touch. Read More
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