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Posts Tagged ‘commodities’

“Welcome To The Everything Boom”

July 20th, 2014 by Kurt L. Smith

The July Letter almost didn’t make it as the same old, same old markets continued their gravity defying ways. On July 7th however, The New York Times saw fit to publish this headline as their front-page lead: “From Stocks to Farmland, All’s Booming, or Bubbling.” (more…)

Wash, Rinse, Repeat

March 8th, 2013 by Kurt L. Smith

Stocks are cheap!  Compared to Bonds, Stocks are cheap, but then again, everything is cheap compared to Bonds.  This is the narrative driving Stock prices to multi-year and even all-time highs. Enjoy while you can but this narrative has no legs, despite the desires of all the central banks on the planet. (more…)

NEWS FEED

The $247 trillion global debt bomb washingtonpost.com/opinions/the-2…