Archive for the 'War' Category

About the effect of war on capital markets …

Is the U.S. Trade Deficit Sustainable?

The correct answer to this question is, “Of course, the U.S. trade deficit is not sustainable.” But then, what is? Neither the Roman nor the British Empire endured. Economic and political phenomenon eventually fade and die. Indeed, the U.S. trade deficit, one day, like everything else will be a thing […]

Exogenous Variables: The Five Horsemen

On this site you will find five special link pages on the exogenous forces that move capital markets — forces I call the ‘Five Horsemen of the Investment Apocalypse’ : Here are some links on five great forces that move markets War New Leaders Demographics New Technology New Economic Theory These link collections are intended to help analysts keep up to date […]

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