Tag Archives: US China

BLACK SWAN

by in Blog

Though mainstream media may be lacking the will to join the economic dots around the Covid-19, we don’t feel the same constraints. Remember, no real financial reform on the back of the last “GFC” always meant the next one was going to be exponentially worse. But before we go on, let’s acknowledge the “holy grail” […]

RATES FLASHING AMBER

by in Blog

Last week we read the following piece from Sovereign Man’s Simon Black, with the context of rising rates in mind and thought it worth sharing. Remember, the US 10 year treasury rate has already doubled from 1.67$ to 2.97% in the last 18 months. Think about a million dollar mortgage going from 4.5% to almost […]

     

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