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Political Risk Rising.

An alternative interpretation of what is happening post election to what Dalio said about sovereign credit.
Go to the profile of David Aron Levine
David Aron Levine
Inflation Theory.

Inflation Theory.

The idea of inflation is pretty straightforward: prices of stuff rises so you need more currency to buy the same thing. The basic notion is…
Go to the profile of David Aron Levine
David Aron Levine
Speed

Speed

this is what recovery feels like
Go to the profile of David Aron Levine
David Aron Levine
Schminflation

Schminflation

Why is deflation bad again?
Go to the profile of David Aron Levine
David Aron Levine
Future Proof.

Future Proof.

The first step of planning for the future: avoid sloppy logic.
Go to the profile of David Aron Levine
David Aron Levine

Today: Safe = Dangerous.

The bond market today feels like the housing market in 2007.
Go to the profile of David Aron Levine
David Aron Levine
On the Economy: Interest Rates.

On the Economy: Interest Rates.

The first in a series.
Go to the profile of David Aron Levine
David Aron Levine
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