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Baking Better Bread
Fund managers are going to have to reallocate some portion of their assets under management to gold. They don’t want to be seen NOT holding one of the…
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Dan Denning
67
Good as Gold
Gold fever has not reached individuals. Instead, it appears to be central banks that are stocking up. In the whirlwind ahead, gold may be the only thing…
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Bill Bonner
26
Now You See Me...
In its respectable form, elections, parliaments and a spirit of consensus make politics tolerable. But take away the threadbare cloak of…
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Bill Bonner
65
Winter is Coming
We can safely ignore most of what passes for news and data. We’ll keep our focus on market signal, which is why the latest leg down in the Dow/Gold…
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Tom Dyson
27
The Landfill of History
Trade barriers have been coming down for the last 50 years. Worldwide, the weighted average tariff imposed by our top 31 trading partners is just 1.85…
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Bill Bonner
 and 
Dan Denning
91
Let's Not Make a Deal
The original United States were not interested in foreign policies. They generally eschewed foreign entanglements, treaties, international…
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Bill Bonner
 and 
Tom Dyson
42
Real Money Tells the Tale
Stocks can also lose money for 20-year periods. McQuarrie names a couple of them. And it’s not just a US phenomenon. Italian stocks lost money for 20…
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Bill Bonner
26
New American Money Map
If you’re the sort that loves to turn a crisis into an opportunity, you still have time. The gold price itself should move higher in the cycle. But the…
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Dan Denning
37
The Last Temptation of Musk
Politics and business don’t follow the same rules. Eliminate ‘waste’ in a business and you increase profits. Eliminate ‘waste’ in government and who…
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Bill Bonner
210
All Measures Necessary
In an honest economy, people make money by trading with each other, with exact outcomes largely unforeseeable. In a politicized economy, on the other…
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Bill Bonner
100
Next Pivot
Ships aren’t desks from IKEA. You don’t just clear a space and assemble them. You need layers and layers of suppliers. You need welders, cutters…
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Tom Dyson
48
Now or Never
The big, beautiful bill also increases the debt level by $2 trillion per year over the next two years, bringing it over $40 trillion before the next…
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Bill Bonner
101
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