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GET FREE ACCESS NOW!PARIS – Yesterday, we described what we believe is the true source of today’s bubbly markets: fake money from the Deep State’s finance arm, central banks. Today, we connect more dots. Specifically, we explore why the stock market celebrated after…
Continue ReadingGUALFIN, ARGENTINA – What a marvelous show! We don’t know what’s funnier: watching “The Donald”… or watching the media try to make sense of him. On this occasion, the media is right. Challenging Secretary of State Rex Tillerson to an…
Continue ReadingLONDON – By the time you read this, we’ll have given a speech to an investment group in London. Investors will want to know what’s ahead. Will prices go up? Or down? “Yes,” we will answer. At best, we will…
Continue ReadingTEMPLECOMBE, ENGLAND – We took the train from Paris to London… and then from London to the village of Templecombe in Somerset. We came to visit a friend. “This was the home of Lord Uxbridge,” our host pointed to an…
Continue ReadingPOITOU, FRANCE – We pause. We take a deep breath. We cease our normal sarcasm and kvetching. Today, we give thanks to the global elite… the people to whom we owe so much. Historic High The thought came to us…
Continue ReadingPOITOU, FRANCE – As you plant… so shall you reap. Everything has its season. Stock markets. Empires. Tax cuts. Here in France it is mushroom season. This weekend, our friend François divulged his secrets. He offered to show us where…
Continue ReadingPOITOU, FRANCE – “Do you still have that physical bitcoin I gave you?” A couple of years ago, a friend gave us a physical bitcoin, suggesting we should take an interest in cryptocurrencies. “I hope you didn’t lose it. That…
Continue ReadingThe American government is close to hitting its debt ceiling. And getting the budget approved by congress is set to be a struggle too. Both of these could lead to trouble. Perhaps even default. The American Treasury secretary is already…
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