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Category Archives: Main Page
Druckenmiller on generational theft, money management and QE-dependent markets
This is an interesting, far-ranging discussion, worth a listen. Unfortunately the clip ends in the middle of his summary on how too loose monetary policies caused the financial crisis, and how similar policies threaten capital today. In closing he says: … Continue reading
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Toronto Resource Investment Conference Thursday
I will be speaking at the Cambridge House Toronto Resource Conference on Thursday at the Sheraton Center Downtown with a keynote presentation at 3:30 pm (“Cyclical Opportunities in an Era of Deleveraging: How to Protect and Grow Capital Over Each … Continue reading
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Bird’s eye view: taper off, recession on?
With the US 10 year yield flirting with 3% again today, US stocks are bouncing further as bonds sell off, apparently all on the belief that the economy is so weak, QE might not be tapered this month after all. … Continue reading
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