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Monthly Archives: August 2014
Low yields move lower as slow growth gets slower
Global growth data this week has been disappointing for the bulls. Geo-political strife is only weakening prospects all the more. The US 10-year yield has today officially given up the ghost on the 2.40 level it broke above in the … Continue reading
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The complex range of self-determination
Revelation this week that Robin Williams was suffering from early onset Parkinson’s disease and that this may have played a role in his decision to take his own life. For me this adds to an ongoing preoccupation with the complexity … Continue reading
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‘Super-aged’ societies slowing global growth
Even without all the debt hangover and excess capacity left from the credit bubble, the global economy was already slowing on demographics. Just another reason why bulls are over-estimating growth trends over the next few years. ‘Super-aged’ societies are coming … Continue reading
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