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To invest, it seems, is to accumulate at least some regrets.
Investors should be on guard for a more volatile and disruptive phase ahead.
The Middle East is undergoing a major transformation, but it is possible to know exactly what will happen in the future. The Abrahamic religions display certain convergences within the field of eschatology.
“To express oneself honestly—not lying to oneself—that, my friend, is very hard to do. That is what you must train for: to become one in a completely natural, uncontrived way.”
Could we be in for an inflationary boom, with pension funds chasing assets, with governments around the world searching for ways to put money in the hands of the people, and shall it be on the backs of a declining dollar with the end of American Exceptionalism?
Pandemics have a way of shifting the course of history, and not always in a manner immediately evident. We’ve crossed some chasm by directly giving money to people.
The EU pandemic recovery fund is a landmark deal that could revitalize Europe’s economic prospects and lead to a stronger euro over a multi-year time frame.
Should we think of America as a classically troubled emerging market?
“All the levers of risk taking are going to get yanked by the pension funds of the world. There might be a melt-up.”
More investment mistakes arise from a dogmatic mindset than from uncertainty and confusion.