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Olduvai III: Catacylsm
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This Time IS Different, It Just Ends The Same

This Time IS Different, It Just Ends The Same This past weekend, I was in Florida with Chris Martenson and Nomi Prins discussing the current backdrop of the markets, economic cycles, and future outcomes. A bulk of the conversations centered around the current “everything bubble” that currently exists globally. Elevated valuations in stock prices, extremely […]

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Weekend Reading: The “Real” Vampire Squid

Weekend Reading: The “Real” Vampire Squid First, it was Hurricane “Harvey” and an expected $180 billion in damages to the Texas coastline. Now, “Irma” is speeding her way to the Florida coastline dragging “Jose” in her wake. Those two hurricanes, depending on where they land will send damages higher by another $100 billion or more […]

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Consumption Exhaustion

Consumption Exhaustion When people use the word catalyst to describe an event that may prick the stock market bubble, they usually discuss something singular, unexpected and potentially shocking. The term “black swan” is frequently invoked to describe such an event. In reality, while such an incident may turn the market around and be the “catalyst” […]

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Weekend Reading: Harvey & The Broken Window Fallacy

Weekend Reading: Harvey & The Broken Window Fallacy As the waters recede from “Hurricane Harvey,” the rebuilding efforts begin. It will take quite some time before Houston fully recovers from the tragedy, but recover we will. Hopefully, lessons were learned by a city government that has avoided dealing with the drainage and flooding problems for […]

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Yes, Ms. Yellen…There Will Be Another Financial Crisis

Yes, Ms. Yellen…There Will Be Another Financial Crisis Janet Yellen, Federal Reserve Chair, recently stated; “Will I say there will never, ever be another financial crisis? No, probably that would be going too far. But I do think we’re much safer and I hope that it will not be in our lifetimes and I don’t believe […]

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Olduvai IV: Courage
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Olduvai II: Exodus
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