Bonner Private Research

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Weekly Updates

Storm Clouds

Storm clouds are gathering everywhere. China really worries me. It’s been a gigantic consumer of commodities and energy and a trillion-dollar-investor in US assets. And now it’s deflating.

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Tom Dyson
Jan 15, 2025
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Chiswick, West London

Wednesday, January 15

By Tom Dyson, Investment Director

“The window has to stay up!”

I was in Mexico City last week, visiting with a friend of my father. They worked together at Sal…

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