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Predictions vs. Convictions
Share this articleSeparating the signal from the noise Most regular readers and friends will undoubtedly already know what my position is in regards to projections and forecasts. For many years, I have consistently maintained that any and all attempts to “time the market” are as useless as they are unrealistic and…
General Kujat: War, Diplomacy, and the Risks of Escalation
Share this articlePart of the upcoming “World War III” documentary Few voices in the European debate on the war in Ukraine can claim to combine actual military experience with sound arguments for diplomatic pragmatism and persistent calls for an end to the conflict. General Harald Kujat stands out even among those…
Unheeded warnings: Václav Klaus at the Marmara Forum
Share this articleThis not the first time that Václav Klaus’ astute observations and experience-based predictions turn out to be shockingly accurate years later, and I’m pretty confident it will not be the last. Even before the examples that follow and that he clearly laid out in his address at the…
REAL RECOVERY OR MARKET TRICKERY? Claudio Grass On The Everything Bubble – And The Asset Class That’s Still Cheap
Share this articleMainstream analysts and market bulls have some powerful numbers on their side: government-published unemployment figures remain low, America just had the best first quarter of a year for stocks since 1998, and the U.S. dollar is still the world’s reserve currency. But is all of this really indicative…