Something Wicked This Way Comes

The current crazy/frustrating/scary/pick-your-expletive level of instability in today’s market is actually GOOD news. The disconnect between financial asset prices and fundamentals simply must — per the laws of Nature — […]

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Gold’s Wall of Worry

The general tone of financial markets is tilting perhaps towards deflation. China is trying to slow monetary growth, leading to revised GDP forecasts, and possibly the end of her property […]

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