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As a reminder, I’m using the new shorter format here. I think the previous 9-10 page commentary was helpful when I started writing it every month, but is no...
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Quick announcement: I’ll be in Antigua, Guatemala for the next few weeks. While I’m here, I’m open to a small number of in-person conversations. If you’re based locally, or...
Read MoreLast month, President Trump was talking about revaluing the gold reserves of the United States. This is a topic he’s broached at other times as well. The expected discussed...
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