Steve Blumenthal
On My Radar: Ray Dalio On Inflation
Value Briefs
Howard Marks’s “A Bowl Full of Tickets,” and William White on Inflation
Stan Druckenmiller at His Best
The Trade of a Lifetime is Forming
On My Radar: What Inflation Means For You
Households Are “All In” Stocks, Above 2000 and 2007 Peaks
We Will Burn The Debt
U.S.-China Decoupling Will be Among the Biggest Events of the Early 21st Century
Unlike Any Period Since The Late 1930s
We are approaching the ends of both the short-term and long-term debt cycles in the world’s three major reserve currencies
Ray Dalio’s Three Big Issues And The 1930s Analogue
Global debt expansion and central bank credibility is a major concern
High Yield an excellent leading indicator for the stock market and then the economy
Recessions and Top 12 Bear Markets
Once you strip out the FAANGM stocks, the S&P 500 has managed to generate the grand total of a 6% average annual advance in the past six years. That’s it!
David Rosenberg: What’s going to happen?
Mauldin Strategic Investment Conference 2019 (Part IV – Felix Zulauf)
Dr. Lacy Hunt – Federal debt accelerations ultimately lead to lower, not higher, interest rates
