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The end of ice age... Will we come back one day to a world of negative yielding debt???
Below chart shows the USD Market Value of negative yielding debt. It peaked above $18T after Covid... Source: Bloomberg
No reasons to worry at all... Just bros living in the moment...
More seriously remember what the East-West divide and the new world order (as defined by Zoltan) are all about: Wars are about alliances: the enemy of your enemy becomes your friend... After the BRICS, should we focus instead on Turkey, Russia, Iran, China, and North Korea playing “TRICKs” – an alliance of economies sanctioned by the U.S. getting ever closer economically and militarily?
If you want success, you need to out-fail everyone.
It’s not about being perfect. It’s about adapting quickly after failure. Source: Chris Donnelly
Here are the stocks driving the S&P500’s almost 15% return so far in 2024.
Source: Evan
Culture Eats Strategy for Breakfast
Source: Wolf of Harcourt Street Quote from Peter Drucker
France’s National Rally continued to cement its lead in opinion polls a week before the country’s snap parliamentary election, largely at the expense of President Emmanuel Macron’s centrist bloc.
Support for Marine Le Pen’s far-right party was pegged at 36% in a survey by Elabe published Sunday in La Tribune Dimanche. That’s ahead of 27% for the left-wing New Popular Front alliance, and just 20% for Macron’s movement. Source: Bloomberg
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