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Market Talk – January 11, 2017

Although the Asian cash markets were reasonably strong today we did see a slight wobble in the Shanghai index. Japan cash closed +0.35% and Hang Seng even better at...

Bitcoin – Is it Sustainable?

QUESTION: Dear Mr. Armstrong: I have been to the Orlando conference and probably read every single one of your blogs since about a year ago and now wanted to ask...

Understanding Performance – Socrates v Medallion?

QUESTION: Marty; I invested in your Deutsche Bank hedge fund and the performance was about 3 times that of even the Renaissance’s Medallion fund. Your...

Is Trump Draining the Swamp or Filling It?

Trump has broken his word and is by no means draining the swamp — he is filling it. He has really betrayed a lot of people by his nomination of Gary D....

Market Talk – January 10, 2017

After the holiday in Japan yesterday the JPY resumed its strong recovery and with it saw a decline in the Nikkei. The yen traded close to the 115 handle whilst the...

The Famous Redwood Tunnel Tree Fell in California

The famous Redwood tree tunnel fell during one of California’s worst storms and caused massive flooding. I walked through this tree when I was a kid. I...

Trump – Taxes – World Capital Flows

QUESTION: I wonder if you might clear something up regarding the fabled corporate cash hoard parked overseas? Must this be held in non-USD form thus taking an FX...

Germany’s Misreading of Economic History is the Doom of the EU

Angela Merkel and her party remain clueless about the economic history of Germany which has been made apparent through her insistence upon austerity that is tearing...

Monetary Devaluations & Cancellations

QUESTION: Mr. Armstrong; What Modi has done here in India is far worse than what the press reports. I read your piece that this is part of a larger plan discussed...

Market Talk – January 9, 2017

The demand for safe-haven JPY returned with a vengeance today even though Japan was on a national holiday (Coming of Age Day) but in the futures markets the Nikkei...