Comments
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MdVery useful - just wish I could afford RV Pro!
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MWExcellent stuff. Bravo
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TPi just get a black square when i try to open the document. Mac. Firefox.
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WMThank you for this update.
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TFGood collection of the current status, but the point where you guys excel - thinking ahead - isn´t really in the report... What do you think it will mean for the global system? How do you think the dynamic between the countries will play out? For example: What´s the likelihood that the Chinese debt based economy will blow up? If the dollar continues to go up, where will the likely breaking point be?
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DTThe main question is, how much worse.
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atI feel smarter than I did a minute ago. Thanks.
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JGThank you for the info
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GMI fear the central banks response more than anything. They are trying to solve a supply shock with demand stimulus. The problem isn't consumption its production. People can't go out and consume what they normally would in the economy. I believe that we are staring into an abyss of stagflation or very high inflation. The knock on effects could be monumental. This is the end of the federal reserves creditability? Is this the end of the 30 plus year bond bull market? Is this the end of the dollar as the world reserve currency? Is the democratic west going to use this as an impetus to impose a police state? I agree with raoul that this is a marathon, so buckle up.
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SHReally do appreciate the RV GMI effort in all of this Thank you
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KBGrateful to get the GMI info circulated here.
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DMThank you as always, and stay safe everyone.