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
The average state pension is 50% underfunded
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
Valuation Dashboard Alarming Signs
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?
