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Olduvai III: Catacylsm
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China Has A “Colossal Credit Bubble” And No One Knows How It Will Unwind, Marc Faber Warns

China Has A “Colossal Credit Bubble” And No One Knows How It Will Unwind, Marc Faber Warns A little over a week ago, Marc Faber dialed in from Thailand to chat with Bloomberg TV about the outlook for US equities, the American economy, and USTs in the new year. The US is “already in a recession,” the […]

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The Market’s “Other” Panic Indicator Just Went Off The Charts

The Market’s “Other” Panic Indicator Just Went Off The Charts With indicators from macro-fundamentals (e.g. retail sales, core capex, inventory-to-sales) to market-oriented measures (VIX levels and backwardation, HY credit spreads, commodity prices) all flashing various colors of dead canary in the coal-mine red, we thought today’s colossal spike in the Arms (TRIN) Index was a notable addition. An Arms Index […]

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Olduvai IV: Courage
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Olduvai II: Exodus
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