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Today’s record inflation unequivocally shows that we have entered a new inflation cycle. With the Russian invasion of Ukraine, inflation risks will increase further due
The execution of the Fed’s reversal of its accommodating policy will dictate stock and bond market’s performance in 2022. In 2022, the “TINA” trade or
The 60/40 model is broken. Inflation is rising rapidly, and the Fed is scrambling. Inflation and Fed taper end 40 year bond bull market. Fed’s
Decelerating tech momentum, slowing economic growth, declining consumer confidence, inflation, political rancor and flagging mental health are creating a socio-economic malaise that will undermine
LNG will power the global decarbonization transition. Tellurian is a potential game changer. Tellurian will export low-cost US LNG to high-priced international markets. Is Charif
Current market valuations are extreme, but overvaluations can persist for long periods before a market peaks. Today, several negative factors are increasingly weighing on the