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Calm Before The Storm.

Although you'd be forgiven for asking where the "calm" was.

Although you'd be forgiven for asking where the "calm" was.
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3 comments on “Calm Before The Storm.

  1. and euro apparently behaves as a top safe haven fx?

  2. One doesn’t have to look too far to see the sea of calm..the equity markets were virtually flat at todays close. If Tokyo gets nuked I’m beginning to believe hit will be perceived as a boon to construction companies and raw basic materials…What the hell?!

    Mr. Zagurek at 38North throws out some interesting stats…should have saved his time. The US isn’t striking at No. Korea..and Kimbo is saving his arsenal for export. You can bet Iran is licking its chops. Kimbo’s crew does all the product development and testing…Iran waits…sells oil..and buys its muscle off the shelf. No more missile tests…lots of places to hide its new heft..Remember, Iran is the Mountain Fortress.

    • No worries about nukes from NK or Iran etc. The real war is economic and China is best positioned for victory. The greatest, most convincing and longest lasting victories in history are won economically without firing a shot. Listen/read more at the wonderful & free macrovoices.com website concerning global macro finance, last week’s episode with Mark Yusko and last month with Luke Gromen in particular (both of whom have nailed markets & dollar these past years). You might also enjoy their recent podcast with Raoul Pal and Julian Brigden even if you don’t entirely agree with all of them.

      The best info isn’t always pay-for. The heisenberg & macrovoices sites are better than most “pay” sites.

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