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Olduvai III: Catacylsm
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Fed’s Asset Purchases Result in Increased Market Volatility

Fed’s Asset Purchases Result in Increased Market Volatility “Once again, the empirical evidence supports reigning in the Fed; the economy works better when the Fed does less, not more.” The Federal Reserve underwent a massive regime shift following the 2008 financial crisis. It incorporated several new tools into its monetary policy arsenal, ranging from interest on excess […]

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This “Unprecedented” Fiscal Doom Loop Is Getting Worse

This “Unprecedented” Fiscal Doom Loop Is Getting Worse Friend of Fringe Finance Lawrence Lepard released his most recent investor letter this week. I believe Larry to truly be one of the muted voices that the investing community would be better off considering. He gets little coverage in the mainstream media, which, in my opinion, makes him someone […]

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Olduvai IV: Courage
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Olduvai II: Exodus
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