Sunday, August 16, 2020

Dalio on the Debt Cycle

Ray says monetization of debt needed to stave off deflation and a depression...but will eventually lead to inflation (hmm...what if we are Japan?). Depreciation of USD, good for stocks though. Video 

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The (Not So) Magnificent 7

The Magnificent 7 companies: Alphabet, Apple, Amazon, Meta, Microsoft, Nvidia, and Tesla have been a dominant force in U.S. equity markets o...