I have been negligent in posting much recently as I have been moving in with my girlfriend and traveling through South America, Chile currently and off to Uruguay tomorrow. I think it is quite possible that Chile’s best days are behind it. While visiting Santiago the students were protesting the private pension system claiming that […]
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Random Thoughts on South America
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2017 Trends
After having a month to read many outlooks and reports about the upcoming year I have determined these are the trends I believe will continue for the remainder of 2017. 1. Economic Growth USA – I believe the US expansion is late in the cycle and will see an acceleration of growth. The USD will […]
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My Reflation Thesis
This short paper was written back in July of 2016. My Theory – Reflation Thesis – July 2016 Generals always fight the last war and economists always fight the last depression. Commodities bottom in a repetitive manner. Rising commodity prices will foreshadow the reflation of the global economy. When commodities bottom the gold market bottoms first. […]
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Review of 2016 Outlook
Review of 2016 Outlook 1) America is the likely to remain the destination for capital. This should push markets higher, well past fair valuations as this is capital fleeing the battlefield. 1) Correct. Foreigners continue to purchase US Assets. Wells Fargo 2) Europe is recovering, but will flare up. I believe by the second half […]
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