Charles Gave: Our Industry is NOT prepared for secular inflation!
Russell Napier: Signs of incipient inflation are a false alarm and won’t last long
Marin Katusa: Copper, Uranium & the EV Revolution
Bassman/Cudmore/Snider: Market Correction Review
Darius Dale: Hedgeye turn BEARISH U.S. Growth
Simon White: Equities are running out of road
Julian Brigden: Stock collapse under own weight or Fed/yields do it for them
Jeff Snider: U.S. Treasury Yield Curve Deep Dive
John Mauldin: No sign of imminent recession
Jim Grant: The great Bond BEAR Market has already begun!
Jeffrey Snider: Since 2008 major turning points in Gold have been punctuated by Eurodollar anomalies
Rick Rule: Natural Resource Investing
Eric Peters: Systemic Risks are Mounting
Jared Dillian: The week short vol imploded
Art Berman: Crude Oil Special Double Header
Mark Cudmore: Around the World of Macro
Josh Steiner: Global Housing Market Analysis
Anatomy of the U.S. Dollar End Game Part 5 of 5
Anatomy of the U.S. Dollar End Game Part 4 of 5
Anatomy of the U.S. Dollar End Game Part 3 of 5
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