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What a Headache!
The business losses from the Baltimore bridge wreck are immense, and the logistics tangle to be sorted out is mind-boggling.
17 hrs ago
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David Haggith
7
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What a Headache!
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Baltimore Harbor Closed for Business
A major US port gets temporarily wiped out.
Mar 26
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David Haggith
3
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Baltimore Harbor Closed for Business
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Resurgent Inflation
It's coming in from everywhere, but the Fed says it's transitory.
Mar 25
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David Haggith
3
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Resurgent Inflation
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The Deeper Dive: The Fed is Poised to Let Inflation Rise Again
When you look at the multiple biases in Fed statements, you see the Fed is likely to allow "transitory" inflation to get out of control ... again.
Mar 24
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David Haggith
1
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The Deeper Dive: The Fed is Poised to Let Inflation Rise Again
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What I Believe
Israel needs to cleanse the land completely of Hamas, or it will always be terrorized by Hamas. We have many decades of modern history to know that this…
Mar 23
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David Haggith
2
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What I Believe
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Bordering on Insanity
Actually there is no “bordering on” about it when you’re talking Biden’s border policy because there isn’t any border anymore.
Mar 22
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David Haggith
5
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Bordering on Insanity
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Powell's Plan Has Come Undone
But the part about the rich getting richer is still assured.
Mar 20
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David Haggith
8
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Powell's Plan Has Come Undone
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Bank Bubbles and Loan Troubles
How much could go wrong with banks and commercial real-estate loans this March compared to last?
Mar 20
•
David Haggith
4
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Bank Bubbles and Loan Troubles
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The Deeper Dive: Bubble Brains Everywhere
Central bankers, all bankers, the media, investors, congress and the masses, ALL keep playing the same bubble games over and over again.
Mar 18
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David Haggith
4
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The Deeper Dive: Bubble Brains Everywhere
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Up, up, up, Jane. Down, down, down, Dick
All the things we want to go up are going down, and all the things we want to go down are rising.
Mar 15
•
David Haggith
5
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Up, up, up, Jane. Down, down, down, Dick
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Lazy-Crazy-Thinking Markets Get Jolts of Reality
Inflation bites (AGAIN!). Jobs bite insane hopes that the Fed can ever back down. Oil takes a big bite, too. And Jamie Dimon gets nipped by regulators…
Mar 14
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David Haggith
3
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Lazy-Crazy-Thinking Markets Get Jolts of Reality
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The Market Paradox of Record Profits and Dividends, Record Valuations in the Face of Rising Inflation and a Longer Fed Battle
With a Shiller P/E of 34, US stocks are now priced at the top 1% level in history. Globally, stocks are also paying out record profits to shareholders…
Mar 13
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David Haggith
2
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The Market Paradox of Record Profits and Dividends, Record Valuations in the Face of Rising Inflation and a Longer Fed Battle
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