Monthly Archives: September 2022

EPB Macro: the compounding cost of short-term thinking

This video offers an excellent overview of the compounding cost of short-termism and entitlement thinking in a world of corporations and households who expect endless government support and lower taxes. The U.S. Government is facing some serious fiscal and monetary … Continue reading

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World’s hottest housing markets face painful reset

The rapid cooldown in real estate threatens to worsen a global economic downturn and is emerging as a key variable for central bankers who want to tamp down inflation. Here is a direct video link. Also, see The World’s Hottest … Continue reading

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Rosenberg: inflation is yesterday’s war

Central banks, like the Bank of Canada and U.S. Federal Reserve, “have their head in the sand because they’re focused on fighting yesterday’s war,” according to David Rosenberg, founder and president of Rosenberg Research. “All the things (commodities) that were … Continue reading

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