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Category Archives: Main Page
S&P 500: generational opportunity in the making
Over the past 15 years, my partner Cory and I have had countless discussions about whether the present secular bear-that began off the tech wreck peak in 2000–was likely to take 3 or 4 cyclical bottoms before grinding equity valuations … Continue reading
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China’s bad loans jump most since 2005
As property values decline, and economic demand slows, cash flow quickly becomes insufficient to maintain debt payments and loans default. We saw a similar surge in bad loans heading into the 2007 debt crisis… Another red flag from China as … Continue reading
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15 years of reckless financial policies and counting
Yesterday Japan reported that its gross domestic product fell an annualized 1.6% in the third quarter, far worse than economists’ estimates of 2.3% growth, and throwing the country into its third recession since 2011. Of course, in perennially optimistic form, … Continue reading
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