March - 2020

Worse than the Great Depression

Nouriel Roubini: "In other words, every component of aggregate demand – consumption, capital spending, exports – is in unprecedented free...

COVID-19. Exogenous event needed for US recession. John Mauldin.

Here are some excerpts from John Mauldin's latest newsletter: "For the last 3+ years, I have maintained it would take an “exogenous”...

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Australia at major risk from resistant COVID variants by late 2021.

RBA QE now driving Aussie asset prices up?

Disconnect between Main St and Wall St - El Erian

To fix the economy, you have to fix debt - William White

Transition to renewables to be quick.

2020s Decade of green revolution - Europe

Managing COVID-19. Medical positives from 2020.

Modern Monetary Theory part of the solution?

Rising US 10-year bond yields to cause big tech to peak?

Share bubble may begin crashing in weeks or months - Jeremy Grantham

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