Meraglim Blog

When Your Economy Is Weak, It’s Time to Change the Subject

  China is not the economic miracle it’s often made out to be. It has too much government regulation, too much debt and too little innovation and suppresses free speech. China’s economic model is the opposite of the one you would employ to create a fast-growing dynamic economy. Chinese growth has been rapid for the

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Be Prepared for a Cheaper Dollar

When will the strong dollar weaken? Ultimately, the answer is whenever the Treasury wants. When the Treasury is not overly concerned with the dollar, market forces can prevail to raise or lower the exchange rate compared with euros, Swiss francs, yen or any other currency. Institutional investors can schedule a proof of concept with the

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Rickards: Debt Bomb Ready to Explode

The great Chinese growth slowdown has been proceeding in stages for the past two years. The reason is simple. Much of China’s “growth” (about 25% of the total) has consisted of wasted infrastructure investment in ghost cities and white elephant transportation infrastructure. For more of this article, click here. Institutional investors can schedule a proof

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A “Blue Wave” in Midterm Elections? Not So Fast

My specialty is global macroeconomic analysis. I don’t usually get too involved in politics, and frankly, I’d prefer to avoid the subject altogether. But at certain times politics intrudes on markets and you have to account for it. With the midterm elections coming up in two weeks, it’s certainly a very important time right now.

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Google Helps China to Fill Its Concentration Camps

  Prior to and during the Holocaust, Jews in Nazi Germany were required to wear yellow six-pointed star badges on the outside of their clothes. Other targeted groups including gays, Catholics and Romani also had to wear unique insignia. This proved helpful to the Nazis when the time came to round up the targets and

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