The End of Natural Population Growth?
Everything is turning Japanese
Grave Policy Mistake Incoming
Terrible setup for investors
Art Berman: Oil and Gas near Highs, Going to Stay Elevated
Peak cheap oil
Darius Dale Sounds Pretty Bearish for 2022
Tightening equals market pain
Leland Miller: China Easing Not Happening Yet; Hong Kong Declining
Hong Kong has become a “sad. sad story”
Abbey Library of Saint Gall
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George Friedman: China ‘Financial Crisis’ Biggest Geopolitical Risk in 2022
“The world is going to go back to the way it was 30 years ago”
CPI Durables Inflation Higher Than the 1970s
An existential crisis for the Fed