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16th March, 2025

Global Economic Quarterly, Part 2: China’s Vanishing Debt and Hidden Stimulus, U.S. Tariffs and Industrial Policy & Global Growth Rebalancing

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16th March, 2025

Currency Wars, Part VII: Competition, Devaluations, and The U.S. Response

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3rd January, 2025

Natural Gas: Buying Straw Hats In Winter

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3rd January, 2025

Global Economic Quarterly, Part 1: China Growth Illusions And The Coming Global Economic Split

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3rd January, 2025

It’s A Tech, Tech, Tech World: The Markets, Disequilibrium, and A Return To Balance

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7th October, 2024

The Consumer: Back to Normal But With a Split Personality

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7th October, 2024

Inflation, Price Controls, Shortages, Depreciating Currencies, and The Loss of Freedom: Looking Like A Banana Republic

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19th August, 2024

The First Shall Be Last and The Last Shall Be First:The EU & Economic Growth

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19th August, 2024

Equity Markets: Valuation, That Pesky Cost of Capital,& The Long Term

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19th August, 2024

Sahm Difference: Will History Repeat Itself?

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