The Eurasian Century

The Eurasian Century

Cyclical Value Investing

Background inflation

A multi-decades cycle has ended

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Cyclical Value Investing
Apr 26, 2022
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Background effects

There is only one difference between a bad economist and a good one: the bad economist confines himself to the visible effect; the good economist takes into account both the effect that can be seen and those effects that must be foreseen.

Frederic Bastiat

When scientists try to measure something, they always need to be wary of the backgr…

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