China’s Rebalancing Imperative China’s deeply entrenched countercyclical policy mindset is misaligned with its structural challenges: mounti...
AMERICA´S MOMENT OF TRUTH ON UKRAINE / THE FINANCIAL TIMES OP EDITORIAL
America’s moment of truth on Ukraine Republicans have a stark choice: help Zelenskyy or pay fealty to Trump Edward Luce Republican Marjorie ...
IS THE BULL PHASE IN GOLD AND SILVER OVER? / MACLEODFINANCE
Is the bull phase in gold and silver over? The fall in gold and silver prices has been dramatic, the sort of decline associated with a specu...
CHINA IS MOVING TOWARDS FULL MONETARY INDEPENDENCE / THE FINANCIAL TIMES OP EDITORIAL
China is moving towards full monetary independence The country needs to inflate away its high debt burden Russell Napier China has one of th...
CHINA SHOCK 2.0 WILL BE DIFFERENT / THE WALL STREET JOURNAL
China Shock 2.0 Will Be Different The latest flood of cheap goods is a lot more sophisticated and is important to Beijing’s long-term plans ...
NONSENSE AND BAD RULES PERSIST IN BANKING / PROJECT SYNDICATE
Nonsense and Bad Rules Persist in Banking While banks and the policymakers that support them claim that banking regulations would harm avera...
THERE IS NO ALTERNATIVE / JOHN MAULDIN´S WEEKLY NEWSLETTER
There Is No Alternative By John Mauldin Today, we look at the world of “alternative investing.” I put it in quotes because this was or...