The End of The End of Discipline
"Value investing in stocks is dead because bonds offer no value"
-Zoltan Pozsar
Contents:
Intro
The End of Discipline
The Bottom Line
The Problem Identified
Line by Line Analysis
What about YCC?
The Meta-Bottom Line
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The Sahelian Alliance’s (AES) official information account on X, AES Info, reported on Wednesday that Poland helped Ukraine train Tuareg rebels that they consider to be terrorists and who carried out an ambush against Wagner in Mali late last...
The US-backed regime change in Bangladesh provoked a strong reaction from Indians on social media, especially against those American pundits who gaslight that their government played no role whatsoever in this coup nor had any interests in removing its...
So much has happened since spring 2023’s Pentagon leaks that few even remember that they happened, but they’re more relevant than ever amidst Ukraine’s ongoing invasion of Russia’s Kursk Region since they proved that Zelensky had been plotting this...
Authored by Michael Snyder via The End of The American Dream blog,
Fertility rates have fallen way below replacement level throughout the entire industrialized world, and this is starting to cause major problems all over the globe. Aging populations are...
Nigeria arrested more than 90 protesters last week who were waving Russian flags while demonstrating against the rising cost of living and bad governance. The authorities alleged that unnamed “sponsors” were behind the unrest in a possible allusion to...
Authored by Peter Tchir via Academy Securities,
Markets shrugged off high headlines on PPI, for a variety of valid reasons.
Now we can move on to CPI (where I see the “whisper number” as a lower than expectations print).
I’m more focused on tariffs.
My recollection...
The US Government (USG) insisted throughout the entire time of Evan Gershkovich and Paul Whelan’s imprisonment in Russia on espionage charges that these two were “wrongfully detained”, but newly released footage from the FSB proves that they were indeed...
The Financial Times recently published a piece about how “India’s Bangladesh bet backfires after Sheikh Hasina ousted”, the innuendo of which is that Bangladesh’s deposed Prime Minister was practically an Indian puppet. The facts, however, tell an altogether different...
Sheep are exported live to middle eastern countries but will be stopped after animal rights concerns and farmers will be compensated by a funding package.
Live sheep exports by sea have been banned by the Albanese government but while animal...
