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Cory’s Chart Corner
Load MoreMany will focus the blame of market drawdowns on the tariffs and ignore the fact the SP500 (only a few weeks ago) was trading at 4 std devs above its historical mean…valuation also matters.
BREAKING: The European Union is preparing further counter measures against newly announced US tariffs of 20%, per CNBC.
Monthly Archives: October 2021
DiMartino Booth: Economy slowing, inflation still rising–rock and hard place
The mess that central banks have orchestrated is dangerous for the economy and all asset classes. Trying to make the least bad choices is the opportunity set on offer. Some worthwhile insights in this discussion. Danielle DiMartino Booth on the … Continue reading
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Grantham on the most extreme financial bubble of all time
We have to put money somewhere. In our ‘everything bubble,’ the question is which holdings have the best prospects for preserving principal and liquidity such that we will be able to buy when others are forced to sell. Between here … Continue reading
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ReThinkX: The growth and collapse of industrial civilization
Episode 4 of the Rethinking Humanity series by @RethinkX warns that despite all its stupendous achievements, our global industrial order – representing the pinnacle of the Age of Extraction – is on the edge of chaos, reaching its own limits … Continue reading
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