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Commentaries & market updates.
During the March sell-off, we added to our Gold positions, taking our allocations to their maximum allowable levels. Since early …
While the country and the stock markets reel from the impact of the Coronavirus, many economists and politicians are calling …
With the markets shell shocked by of the worst weeks on record, analysts are split on whether investors are simply …
In the decades that I have been listening to politicians clumsily trying to explain the economy there has never been …
For 2020, Key Themes remain guided by our “2001 Analog” while recognizing an important distinction. In the prior period, both …
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A Black Swan with Teeth
For years I have been warning that during the age of permanent stimulus (which began in earnest with the Federal …