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Up is Down
In modern times it sometimes seems as if up is down and black is white. Inflation comes in lower than expected, stocks crash but commodities soar. This is the precise opposite of traditional wisdom. Times have changed and so to must your understanding. How will your portfolio react to the vibrations of the monetary system?…
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Monetary Madness
Never before has an understanding of the monetary system been more crucial to your portfolio. In better days monetary policy was benign. The rules were the rules and everyone knew how to play the game. And the game was fair. But now there is a hand on the scales and to ignore this paradigm change…
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Macro is King
We’ve all heard the old saying “a rising tide floats all boats” – but what does that mean for your portfolio? Without the tide, even the best boats will stay stuck in the mud. A successful portfolio gets the macro right first before it delves into the micro. In reality most all of your time…