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In this latest installment of my series The Changing World Order, we begin exploring the US Empire and its path along the archetypical big cycle of dominant powers. It covers the period up through World War II:
Chief Investment Strategist and Economist | Investments, Portfolio Management
#RealInvestmentReport is out!. As #stocks continue to struggle in a consolidation range, the #bullmarket in virus cases continues. We look at the #technical and #fundamental backdrop as we head into the end of summer.
In my remarks this morning to #G20 Finance Ministers and Central Bank Governors, I emphasized the need for further progress on: 1?? Debt Suspension 2?? Debt Reduction 3?? Debt Resolution 4?? Debt Transparency Read my full remarks here:
Illuminating Others to Reach Their True God-given Potential | Catholic Christian Professional Speaker & Coach | Author - The Capillaries of Christ: Understanding the Part You Play in His Body
??????, ??????, ??????! In this edition of ???????????????????? ?????? ???????????????? ??I discuss what I found to be the most critical development during a week full of important influences. Hint: it wasn't earnings, data, China, or Covid. ?What is your take on what this interesting development? #covid19 #economy #fomc #interestrates #markets
What do Warren Buffett and Sequoia Capital have in common? While singles and doubles are nice, a few select home runs are what have actually driven much of their outsized returns. #investing #markets #buffett #sequoia #venture #google #whatsapp #amazon #apple #netflix #wework #finance #stocks #earnings #economy #tech #titanvest
I wrote about bankers taking heat while techies collect the really big money.
Since last month’s letter, global #equities have rallied. Market confidence has increased despite the spike in virus case counts in the American South, and some governments choosing to return to stricter social distancing measures. In this letter, I discuss why we believe global equities can continue to be supported in the second half of the year. #shareUBS
As #G20 finance ministers and central bank governors prepare to meet, we must increase our efforts to mitigate the crisis and seize this once-in-a-century shot at building a world that is more #equitable; more #sustainable; and above all, more resilient.
Wall Street made a killing. They're telling you it won't last.