Buy Businesses, Not Stocks By John Mauldin I write this letter on my way home from Steamboat Springs, Colorado, where I spoke to the fasc...
martes, 24 de agosto de 2021
WHY JAY POWELL SHOULD BE BOLD AT JACKSON HOLE / THE FINANCIAL TIMES OP EDITORIAL
Why Jay Powell should be bold at Jackson Hole The longer the Fed chair waits to detail his own thinking, the greater the economic, financial...
THE DISASTER SCENARIO: WHAT IF BITCOIN WENT TO ZERO? / THE ECONOMIST
The disaster scenario What if bitcoin went to zero? A thought experiment helps uncover the links between crypto and mainstream finance THE R...
BIG ECONOMIC CHALLENGES AWAIT BIDEN AND THE FED THIS FALL / THE NEW YORK TIMES
Big Economic Challenges Await Biden and the Fed This Fall Expiring unemployment benefits and the Delta variant add uncertainty to a recovery...
IS PAX SINICA POSSIBLE? / PROJECT SYNDICATE
Is Pax Sinica Possible? Chinese President Xi Jinping seems to want to build a Pax Sinica, which would compete with – and even replace – the ...
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