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A Brexit steal is better than a deal

Is tomorrow independence day? Theresa May’s declaration of Article 50 is widely expected. Here’s the relevant clause in all its glory: 1. A Member State which decides to withdraw shall notify the European Council of its intention. In the light…

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The Swamp Claims Its First Victim

Washington [is] a lot more broken than President Trump thought that it was. — White House Budget Director Mick Mulvaney SÃO PAULO, BRAZIL – On Friday, the much-hyped Trump/GOP Obamacare reform sank into the swamp. If anything keeps us from…

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Up in arms over robotic charms

The world’s oldest profession is under threat from technology. Sex workers in Barcelona’s red light district complained about the evils of competition from plastic mechanised fiends. And the complaints supposedly led to the local e-brothel leaving Barcelona’s red light district…

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Swamp Monsters Devour White Men

RANCHO SANTANA, NICARAGUA – On Thursday, the House put off its vote on the Republicans’ medical care bill. Stocks barely moved. Used car prices dropped last month by the biggest amount since 2008. Homeownership hit a half-century low. Sears may…

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Why a 60 billion euro Brexit is cheap

The EU’s chief negotiator, Michel “Barmie” Barnier, wants the UK to pay around €60 billion to the EU as part of a Brexit deal. That’s around six times our average net annual contribution from 2011 to 2015. Former justice minister…

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Picnics on Vesuvius

RANCHO SANTANA, NICARAGUA – Today could be a big day… The House is supposed to vote on the Republicans’ proposal to amend Obamacare. Most likely, it will fail. That will set back the entire Trump agenda. And it will make…

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Please slow down Brexit

First of all, the team at Southbank Investment Research would like to express its sadness at events in London yesterday. We hope you and your loved ones are all well. On a personal note, the countries and places I consider…

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No Quick Fix for the U.S. Economy…

RANCHO SANTANA, NICARAGUA – The Dow fell 237 points on Tuesday, or about 1%. Are investors finally noticing? There will be no “shovel-ready” infrastructure spending in 2017… and no quick tax fix for the economy. This means that the “reflation…

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Trump does it again

Last week I revealed US President Donald Trump’s secret to always winning an argument. Today we’ll have a look at his latest scandal and whether he’s pulled it off again. But first, what about his budget and the tumbling stockmarket…

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An Empire Is Hard to Stop

RANCHO SANTANA, NICARAGUA – Yesterday, the Dow retreated slightly. But it is still near its all-time high of 21,000 points. And by many measures, U.S. stocks have never been more expensive. Meanwhile, bullish sentiment among investment advisers is at a…

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