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Olduvai III: Catacylsm
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Why Did Japanese NIRP Cause Such Surprise In the Currency Market and Is It More Dangerous?

WHY DID JAPANESE NIRP CAUSE SUCH SURPRISE IN THE CURRENCY MARKET AND IS IT MORE DANGEROUS? The Bank of Japan announcement of NIRP sent shock waves through currency markets The Yen has strengthened on capital repatriation since the BoJ move JGB 10 year yields turned negative this week Longer-term the Yen will weaken At the […]

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Japan still leads the way towards our endgame

Japan still leads the way towards our endgame Successful investors live by a golden rule: what the mainstream financial media talks about is not important. They focus on what they don’t hear instead. So forget about Yellen for a second. Let go of Draghi, oil, the South African rand and Syria. That’s all in the now. But investing […]

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It’s Official: The BoJ Has Broken The Japanese Stock Market

It’s Official: The BoJ Has Broken The Japanese Stock Market As those who follow such things are no doubt aware, The Bank of Japan often says some very funny things about inflation expectations and monetary policy. Essentially, the bank is forced to constantly defend its QE program because as it turns out, monetizing the entirety […]

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Olduvai IV: Courage
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Olduvai II: Exodus
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