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Gold Sold on the Rumor of Disinflation. Buy the Fact.
Three weeks ago, I wrote: “if you are focused on the big picture, it’s inflation now, with the potential for hyperinflation to follow soon after."
Trichet calls for ‘progressive, orderly change’ in reserve currencies
Jean-Claude Trichet, former president of the European Central Bank, has warned that the global financial system requires an orderly transition to a potential changing mix of reserve currencies, while welcoming central banks’ clearer focus on combatting climate change.
One of the "Sharpest" Rallies in 60 Years Is Rolling Over
The S&P 500's rally over the past year has been one of the best risk-adjusted rallies in its history, generating a high Sharpe Ratio.
US Rent Prices Are On Fire
After US rent prices took a hit in 2020, the nation’s rental market bounced back sharply supported by four main factors.
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