Monthly Archives: October 2022

U.S. To Annouce New Limits On China Chips

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Seriously? Swissie a Safe Haven During a Banking Crisis?

Repost of an oldie but goldie, (as in a decade old), especially relevant given the rumors in today’s market.  Here’s to hoping the policymakers have rectified some of the issues, but in our experience goveventments are reactive to a crisis … Continue reading

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This Quarter Was Different: The Big Reversal

We’ve been all over the “Big Reset,” which is upending many things.  It’s disheartening to hear most of the Street analysts speak as if nothing has changed but prices.  All things as we have known and have become comfortably numb … Continue reading

Posted in Equities, The Big Reset | Leave a comment