fbpx
CI Newsletter

Not yet a subscriber? Gain intelligence. Sign up to CI Newsletter.

CI Newsletter

0

What China is thinking right now?

China expert Chris Balding joins us to discuss “What China is thinking right now?”   Key points:   What is the state of the Chinese economy? Are they really doing well in the wake Covid? How real is the deleveraging process that many China analysts have discussed over the past year? Are supply chains recovering? […]

0

Time to Taper?

This is a special edition QuickHit Cage Match with returning guest Albert Marko and – joining us for the very first time – Andreas Steno Larsen.   Will the Fed taper this year? If yes, when, how, and why? If no, why not? Also discussed are the housing market, China GDP, and corporate earnings.   Andreas […]

0

Two types of inflation?

Issue 151 Assets Covered: Gold, Coil Steel     In case you haven’t heard, inflation is a thing again. Lumber, copper and nearly every agriculture commodity have all ripped higher this year. Good times for farmers and miners.    Everyone is aware of Friedman’s comment that “Inflation is always and everywhere a monetary phenomenon in […]