debtcrises
Part 2 of a Two-Part Look at: 1. Principles for Navigating Big Debt Crises, and 2. How These Principles Apply to What’s Happening Now If we don’t agree on how things work, we won’t be able to agree on what’s happening or what is likely to happen. For that reason I like to begin by describing how I believe things work to see if we can agree on that. Q4 2022 hedge fund letters, conferences and more That more comprehensive description was laid out in my book Principles for Dealing with the Changing World Order. I hope you will examine my description of the cause/effect relationships that drive ho...
ValueWalk
A Two-Part Look at: 1. Principles for Navigating Big Debt Crises, and 2. How They Apply to What’s Happening Now Now that we are at the beginning of a new year, it seems appropriate to review the timeless and universal mechanics of money and debt cycles and the principles for dealing with them, and then to apply these to what’s happening now. I will do the first of these today and the second in a week or two. Q4 2022 hedge fund letters, conferences and more Principles For Navigating Big Debt CrisesIn this post, I am giving a highly condensed version of what I described in my book Principles for...
ValueWalk
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