The Eurasian Century

The Eurasian Century

This Too Shall Pass

Nurturing optimism in dark times

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Cyclical Value Investing
Dec 23, 2022
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This publication has at times been a little gloomy in its predictions (maybe more than a little, I fear), notably over the (sadly accurate) predictions on the continuing and worsening conflict in Ukraine.

A looming energy crisis did not really make it more cheerful.

Nevertheless, this might surprise some readers, but I do think there is good news in the…

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