China and the Dollar
So now, with its own labour and raw materials costs rising, China is no longer enabling US money printers. Consumer prices are rising everywhere. And inflation takes on a life of its own.
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Supply Chains Require Super-Linear Energy
All systems run on some form of energy. It can take the form of electrical energy from nuclear power plants, hydroelectric generators in dams, natural gas plants, coal-fired plants, or renewable sources such as wind and solar.
Inflation Is Boosting This Sector
It’s becoming clear that leaving our energy supply in the hands of others is a risk and that producing more of our own energy is becoming critical to many economies.
Beware the Secular Bear
When you’ve been conditioned to an environment of low inflation, low interest rates, rising asset markets, and (almost) continual GDP growth, the prospect of a future that’s entirely different is almost inconceivable.
Original Monetary Sin
Yes, the Fed has turned off the hot gas. It’s the end of ‘financialisation’. The ‘inflate or die’ economy is dying.
But why now?
Investing 101: When to Sell Stocks
Knowing when to sell a stock is as important as knowing when to buy one. We don’t want to sell winners early, but we also don’t want to hang on to losers long.
