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Will the Results be Different This Time?
Executive Summary The Federal Reserve began cutting short-term interest rates again in September 2024 to address a [...]
Can You Separate the Wheat from the Chaff?
Executive Summary In this missive I will share how investors must feel confused when hearing contradictory information [...]
Is the Carry Trade Unwinding?
Executive Summary Japan’s Nikkei 225 stock index peaked in 1989 and took 34 years to recover after [...]