Comments
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DDVery similar to the thoughts of Peter Schiff, who was my gateway drug into this more advanced/nuanced stuff. Yes to a discussion with him/Raoul, and also with Hart re: China. Deval vs Reval? Ahh!
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AAWould be interesting to hear what Raoul thinks of his Treasury/inflation thesis
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TJAn interesting and highly thought provoking think piece as we continue to digest the turkey while looking into the 2016 tea leaves
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IFAs the great Hugh Hendry once said "you ain't a contrarian". One of John Mauldin's unoriginal thinkers... Regurgitation of the contentious views on central banking... Yawn..
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APJuxtaposing with Burbank's talks provides compelling counterpoints regarding US prospects. Great piece.
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RDQE Beer Goggles! That was great!
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WMPeter made excellent & logical linkage between inflation, interest rates, bonds & EMs/precious metals. He talks fast but clearly. I appreciated his honesty that his timing was usually too early.
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KEVery nice wording! May the juice be with you ;-)
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KAReally good explanation of the complexities for 2016. A number of good strategies to consider based on the scenarios he outlines. RV: what happened to the table of contents tab? Missed it. Thx