YEAR OF THE PAUSE / JOHN MAULDIN´S WEEKLY NEWSLETTER

Year of the Pause By John Mauldin  “Every new beginning comes from some other beginning’s end.”  — Seneca, the Elder “Democracy is the...

THE TSUNAMI: CHINA IS OVERWHELMED, YET AN EVEN BIGGER COVID WAVE MAY BE COMING / THE ECONOMIST

The tsunami China is overwhelmed, yet an even bigger covid wave may be coming The transition back to normal life is proving difficult China,...

CENTRAL BANKS SHOULD BEWARE MISTAKING WAGE INCREASES FOR AN INFLATION PROBLEM / THE FINANCIAL TIMES OP EDITORIAL

Central banks should beware mistaking wage rises for an inflation problem Profound changes in labour markets since the pandemic may mean tha...

HISTORY LESSON: TRUST GOLD RATHER THAN SOVEREIGNS / MATTERHORN ASSET MANAGEMENT

History Lesson: Trust Gold Rather than Sovereigns By Matthew Piepenburg Below, we consider a blender of history, simple math, sober facts an...