Pondering Investment Themes After The Russian Invasion


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Image by linsenfutter2016 from Pixabay

So much for returning to normal. I had hoped that easing COVID restrictions would supercharge economic growth this year. Many affected industries and markets …

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Chinese Investment Markets Reveal Their Fatter Tails


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Image by ErikaWittlieb from Pixabay

I’m truly shocked to watch events unfold in the Chinese investment markets. Throughout the year, the Chinese Communist Party (CCP) progressively restricted freedoms of …

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