Asia’s Going Nuclear as Germany Prepares to Shutter Last Plants
With nuclear, don’t count it if it’s not in construction
US Household Debt Service Costs Near Record Low
Endless loop
Daniel Lacalle’s Outlook for 2022
Relative outperformance in the US, relative underperformance in the Eurozone.
Mark Mobius: Differentiation Key to Emerging Markets
China to have “problems”
My Favorite Charts from 2021
Best of luck in 2022
Chart: US Outperformance Goes Parabolic
To the moon
Rick Santelli: Perception That 1970s Inflation Was the Exception Is Going to Change
There was 70% deflation from 1800 to 1913
