Ep. 89 - Part 1: Current Financial Market Situation and Banking

Ep. 89 - Part 1: Current Financial Market Situation and Banking Issues

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Part one of a two-part series: This year is the first year of an actual decline in the S&P Index ‘top 10’ in terms of both revenues and free cash flows. Lower price/earning ratios as a function of both low/no growth and high interest rates will drive both stock and bond prices lower this year. Stay tuned for part two where we cover U.S. government spending and dollar substitution in global trade.

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Most of the leading Western countries going into or well into recessions while Russia and China organize BRICS+ against the dollar and economic leadership. The implications of chronic under-reporting U.S. employment and inflation in the context of increasing long term interest rates and out of...

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