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Category: International Markets & Economies


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Peak Inflation and Recession Debates

Peak Inflation & Recession Debates

August 12, 2022

Have we hit peak inflation? The idea that this might be the case has lured investors back into risky assets over the past few…

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WELCOME TO STAGFLATION

Welcome to Stagflation

June 3, 2022

No doubt, inflation is on everyone’s mind. We feel the pain everywhere; the gas pump, the grocery stores, the housing market, etc. According to…

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Why we stopped investing in china

Why We Stopped Investing in China

April 28, 2022

After much deliberation, we decided to remove our China equity exposure earlier this year. We have maintained a position in China’s equity market since…

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The Feds Impossible Situation

The Fed’s Problematic Situation

March 13, 2022

Before Russia invaded Ukraine (hard to believe it was only three weeks ago), the Fed’s job was straightforward, albeit not easy. The Fed was…

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Russia Invades Ukraine

Russia Invades Ukraine

February 24, 2022

Russia’s invasion of Ukraine has sent panic throughout the world and asset prices, rightfully so. Europe hasn’t seen conflict like this since WWII. Plus…

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2022 Looking Forward Bull Oak Capital

2022: Looking Forward

December 29, 2021

After another year of impressive returns, investors face a more challenging road ahead. Valuations have rarely been higher, and inflation is expected to continue…

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China Evergrande Problem

The China Evergrande Problem

September 20, 2021

I wanted to write a quick letter sharing my thoughts regarding today’s market sell-off. Worries about spreading troubles from China’s property market have crept…

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Universal Basic Income Bad Idea Poster

Universal Basic Income is a Bad Idea

July 26, 2020

There has been a lot of talk about Universal Basic Income (UBI) lately. It has recently resurfaced as former Presidential hopeful, Andrew Yang, called…

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Coronavirus

The Coronavirus and Your Portfolio

February 29, 2020

Wow, what a week. Global equity markets sold off in dramatic fashion. The S&P 500 closed down -11% and the Dow -12%. …

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