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Tag Archives: gold is money

“The U.S. economy felt like a balloon in search of a needle” – Part II

Interview with Robert Mark: Claudio Grass (CG): In this surreal policy environment, how has the role and the investment process of the value investor evolved, especially over the last decade?  How can one still identify value in a world of subsidized binge borrowing, extreme indebtedness, and stock buybacks?  Robert Mark (RM): The patriarch of value investing, Ben Graham, once said, “In the short run the market is a voting machine, but in the long run it is a...

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“The U.S. economy felt like a balloon in search of a needle” – Part II

Interview with Robert Mark: Claudio Grass (CG): In this surreal policy environment, how has the role and the investment process of the value investor evolved, especially over the last decade?  How can one still identify value in a world of subsidized binge borrowing, extreme indebtedness, and stock buybacks?  Robert Mark (RM): The patriarch of value investing, Ben Graham, once said, “In the short run the market is a voting machine, but in the long run it is a weighing...

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“The U.S. economy felt like a balloon in search of a needle” – Part I

Interview with Robert Mark As we move deeper and deeper into this covid crisis, more and more people understand that there’s a lot more to fear besides the disease itself. As the economic impact and the full scale of the damage caused by the lockdowns and the shutdowns become undeniable, there are too many questions lacking any sort of convincing answer and the future for so many employees, business owners, investors and ordinary savers seems bleak and uncertain....

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“The U.S. economy felt like a balloon in search of a needle” – Part I

Interview with Robert Mark As we move deeper and deeper into this covid crisis, more and more people understand that there’s a lot more to fear besides the disease itself. As the economic impact and the full scale of the damage caused by the lockdowns and the shutdowns become undeniable, there are too many questions lacking any sort of convincing answer and the future for so many employees, business owners, investors and ordinary savers seems bleak and uncertain. The one thing...

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You cannot print your way to prosperity – Part II

Interview with Theodore Deden Claudio Grass (CG): Looking at the damage inflicted upon supply chains, production facilities and global trade in particular, how quickly could these operations snap back even if all COVID-related restrictions were lifted tomorrow? Do you think we’ll eventually get back to business as usual, or have we now experienced a permanent shift to a “new normal”? Theodore Deden (TD): Forget about the legal COVID-related restrictions. If it were...

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You cannot print your way to prosperity – Part II

Interview with Theodore Deden Claudio Grass (CG): Looking at the damage inflicted upon supply chains, production facilities and global trade in particular, how quickly could these operations snap back even if all COVID-related restrictions were lifted tomorrow? Do you think we’ll eventually get back to business as usual, or have we now experienced a permanent shift to a “new normal”? Theodore Deden (TD): Forget about the legal COVID-related restrictions. If it were really just...

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You cannot print your way to prosperity – Part I

Interview with Theodore Deden There might be a lot of conflicting opinions and disagreement these days about the right way to get out of this current crisis and to rebuild our economy and our society. One the very few things we can all agree on, however, is that the challenges and the disruptions we’re faced with today are simply unprecedented. There is no blueprint, no known formula for this kind of scenario.  And yet, while the triggers of this crisis might be very different...

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