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Krugman’s Delusion: The Difference Of Theory Versus Reality.
In a recent interview with Business Insider, Paul Krugman's delusion was evident as the difference...
Medicare Set Aside Mistakes: Don’t Make These Errors!
The topic of Medicare Set Aside doesn't arise often. However, it's important to understand their...
Just How Transitory is Inflation?
A deep dive into the 336 components and subcomponents of CPI to better appreciate what is driving...
Technically Speaking: The Markets Next “Minsky Moment”
Hymen Minsky theorized that long periods of bullish speculation create excesses generated by...
Earnings, Multiples, & Untold Truths About Forward Valuations
Earnings up, multiples down. Such seems to be a straightforward rationale for why investors should...
Bulls “Buy The Dip” But Is The Risk Really Over?
The #RealInvestmentReport is our weekly newsletter which covers our thoughts on the current market...
#MacroView: Shortest Recession In History Sets Up Next Recession
The recession of 2020 was the shortest in history. Given the recession was cut short by record...
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