Serious investment thinking that doesn’t take itself too seriously.

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The perils of dynamite fishing

The perils of dynamite fishing

I’ve yet to come across anyone who has a better way of describing current monetary policy than Louis Gave from Gavekal.  Paraphrasing Louis, ‘the Fed is dynamite fishing, they’ve lit the fuse, thrown the stick of TNT in the water, we’ve heard the bang and the...