Monday Morning Macro

Monday Morning Macro

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[This piece first appeared here: http://truesinews.com/2015/04/27/monday-morning-macro/] Though the punditocracy has become much more aware of the sheer scale of China’s equity bubble in recent weeks,…

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Global M

Global M

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[You can find the original article here http://truesinews.com/2015/03/11/global-m/] As part of our analytical process, we frequently consult our proprietary estimate of global money supply, something we construct by…

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Money, Money, Money

Money, Money, Money

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[For the original article, please see here: http://truesinews.com/2015/03/04/money-money-money/] As the title of the blog suggests, we pay close attention to developments in money and…

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What’s in a Word?

What’s in a Word?

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[You can find the original here http://truesinews.com/2015/02/27/whats-in-a-word/] After yet another masterly performance before Congress – one which was immediately confounded by the usual cacophony of…

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