Category Archive: 6b.) John Mauldin
Economic Boom Coming: 800 Years of Post-Crisis Patterns | David Kotok
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Are we in for another pandemic? In the US, 10% of commercial egg-laying hens have died in connection with the bird flu in recent weeks. Egg prices have soared, and the USDA expects them to rise 41% this year.
Shares of Cal-Maine Foods, Inc. (CALM), the nation’s largest egg producer, are up 59% over the past year.
At this point, the bird flu can travel...
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China’s Power Play: Taking Over the Middle East?
Beijing signals openness to trade deals while expanding global influence. #China #Trade #MiddleEast
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Elon Musk: America’s Unofficial Government Official
Breaking down Musk's unprecedented influence over US institutions without oversight. #Musk #Politics
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Trump’s Economic Plans Will Raise Your Prices
Higher tariffs & trade restrictions point to increased consumer costs. #Economy #Inflation #Trade
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China’s Navy Has a Terrifying Numbers Advantage
While US spends billions per ship, China mass produces them. The real threat is quantity vs quality #China #Navy #Defense
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China Kills Every Industry It Touches
From $2 t-shirts to tech - how China's manufacturing strategy impacts global markets. #China #Manufacturing #Trade
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Trump’s Master Plan: How Russia Lost Everything | George Friedman
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If you feel like the world order is being rearranged, you’re right. It is, and quickly. Settlement discussions about Ukraine began this week in Saudi Arabia—without Ukraine.
Renowned forecaster George Friedman, founder of Geopolitical Futures, helps us break down these important signals.
The US no longer has an interest in prolonging or funding this war. We are...
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How Smart Nations Exploit Trade Wars | Jacob Shapiro
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My friend Jacob Shapiro is back for another Global Macro Update interview, and he sees ample opportunities for investors who can tune out white-noise media and look around:
"If you go back to previous eras like this, the 1890s is the one that I like to compare it to… These are times of incredible technological innovation… we're on a total energy...
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