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Peak Bull…

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Extrapolating the future from the present is a classic investing mistake. Many investors behave as if present market conditions will continue into the future. If it’s a bear market, you’ll never see a bull market again. Sell everything, the sky is falling! On the other hand, if it’s a bull ...

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The Battle of the Censors…

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Two sides are attacking free speech, but their arguments are so irrational they end up attacking each other. On one side are Facebook, Google, and the Google-owned YouTube channel. All three have engaged in censorship and suppression of free speech and open debate about the pandemic and vaccines. Legitimate questions ...

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Trump’s Priceless Gift to America, Part II…

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Yesterday we violated every decency, shocked every sensibility, offended every piety… That is because we maintained Donald Trump did the nation an incalculable good. An incalculable good? Here is a demoniac, argue his foes — an enfant terrible, a vicious scourge upon American democracy. Just so. And let it go ...

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Revolution Within the Form…

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Yesterday we maintained that the American Revolution was a “revolution not made but prevented.” Less a revolution than an anti-revolution… we might properly label the thing a revolt. A child may revolt against parental sovereignty. But is he a revolutionary? Here was the American colonists’ animating purpose: To retake preexisting ...

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Are Americans Ready to “Storm the Bastille?”…

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Why did furious revolutionary tantrums seize France in 1789? And do they afford us a frightful glimpse of the American future? Today we glance backward… in the hope it may help us look forward. From yesterday’s reckoning (and our co-founder Bill Bonner): By the 18th century, France had become the ...

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Time to Grab an Umbrella…

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Heavy weather barreled through Wall Street Monday — beneath the weatherman’s detection — and gave investors a savage drenching. Squalling rains washed away 925 points from the Dow Jones Industrial Average… before relenting late in the day. High pressure, high skies and high expectations were back yesterday. The Dow Jones ...

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Do You Have This Smartphone App?…

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The stock market bounced back today after yesterday’s major losses. “Buy the dip” is alive and well. But today, I want to revisit a topic I haven’t addressed much lately due to the pandemic, the inflation debate, and many other topics that have taken center stage. I’m talking about the ...

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It’s Starting to Feel Like Last March…

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Today was the stock market’s worst day in months, as the Dow lost over 900 points midday. It ended up losing 725 after a late rally, but still a bad day. Fears about a global resurgence of COVID cases and its potential economic impact are being blamed. Are we headed ...

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It’s NOT a Conspiracy…

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Philosophers and analysts use a principle called Occam’s Razor (sometimes Ockham’s Razor) to solve difficult problems. It says that when you are confronted with two possible solutions to a problem, one complicated and one simple, it’s usually better to select the simple solution. There’s always some attraction to the complicated ...

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The American Revolution vs. the French Revolution…

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The setting: Beijing, 1971. The characters: United States National Security Advisor Hank Kissinger and Chinese Premier Zhou Enlai. They are discussing diplomacy. At one point a pause broke their conversation. Mr. Kissinger then solicited his host’s estimate of the French Revolution’s impact upon the world. “Too early to say,” came ...

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