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#economicpolicy

Policy Priority: Stocks. Even If It Leads To Stagflation.

Stagflation is a major risk for equities and it’s easy to miss. Why? Because Keynesian policy on steroids initially produces the opposite short term results as described above. So far that is the experience that market participants seem to believe is permanent. However, the inevitable 1970s experience is likely on its way and just a matter of time.

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“I Don’t Get It.” Ray Dalio On Fed Policy.

Fed “credibility in shreds”? One hour Bloomberg interview with Ray Dalio Short or long term debt cycle? Central bank policy options shrinking fast Economic policy starts yielding to cycles again ——————————- Fed “credibility in shreds”? The Fed will have to “leave credibility in shreds to avoid a catastrophe” – Jim Rickards. For all of 2015 the Federal

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Mission Impossible Isolates The Federal Reserve

Nominal GDP reveals the failure of economic policy  Germany’s Finance Minister explains Guardian Suggests Central Banks stand aside Growing list of dissenters isolates the Fed on rate rises ECRI explains that the economic cycle turned down 9 months ago Crucial to allocate according to real economic cycles and techniques to handle volatility ——————————- Nominal GDP reveals

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Absurd Economic Intervention. The System Trading Investment Solution.

Fundamental data, news, and financial markets are supposed to be highly related in a way that makes sense and can be read by skilled financial experts, and converted into profitable investment and trading actions. To a great extent that used to be case, but in 2014 Bloomberg reports that hedge funds closures are running at

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