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Daily Archives: January 6, 2015
US Treasury yields declare deflation
As energy prices, shares and high yield risk corporate bonds continue their freefall today, the US dollar and US Treasuries are receiving strong ‘safe haven’ inflows. The North American yield curve is flattening in a bearish read on 2015 growth … Continue reading
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North American economy: we have a problem
Levered booms always go bust. The only way to survive and thrive through the cycle is to accept this fact and control our risk exposure through low debt, high savings and avoidance of the most over-priced assets and sectors. Preparation … Continue reading
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