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Inflation or Deflation and the Transition Mechanism

For the last several years, advisors and economists have been complaining about the massive money printing by the Fed and […]

The US equity markets are roaring higher, against most, if not all, analysts’ and economists’ projections. Yes, we agree that […]

The current crises reminded us of our vulnerability as a human society and of the weak points in our economy. […]

The recent market volatility has made many investors anxious (and sometimes panic). It has also given them the opportunity to […]

I was recently asked by NBC News if we are heading into a depression, and even a month ago I […]

Before I proceed with this short memo, it’s worthwhile to bear in mind that along with all the worries and […]

On Friday, March 27, Congress passed the Coronavirus Aid, Relief, and Economic Security (“CARES”) Act. What does this mean to […]

In our recent memo, we discussed how we are likely far from containing the spread of the COVID-19 virus based […]

The world has never experienced a disease outbreak like this one. It’s LIVE, with dramatic pictures, live data and videos. […]

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