Day: October 16, 2019

This Is Not a Printing Press

Economy, Policy / By Peter Schiff / October 16, 2019 November 16, 2019

Rene Magritte’s 1929 painting “The Treachery of Images,” depicts a tobacco pipe with a caption that reads “Ceci n’est pas une pipe,” (French for “This is not a pipe”). Everyone who has taken a course in modern art knows that Magritte’s exercise in contradiction was meant to draw a distinction between a real thing and …

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Market Update October 2019

Market Update / By Patrick B. Rien, CFA / October 16, 2019 January 17, 2020

We have updated Key Theme #2 from “Implicit Easing Insufficient” to “Explicit Easing Until Dollar Down”. Other Themes remain intact and we expect Theme #1 (“Stagflation Risks Rising”) to become increasingly evident as updated Theme #2 plays out. Click Here for slide deck.

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