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Recent Posts by Richard Duncan

Stimulus, Inflation, Stocks and Gold: What’s Ahead?

A $900 billion stimulus bill was passed by Congress in December.  President-elect Biden has just proposed a new $1.9 trillion Covid relief package.  Moreover, with the Democrats

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Credit: A Year Like No Other

The latest Macro Watch video looks at some of the extraordinary developments in US credit and wealth during the first three quarters of 2020. It

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Big Stimulus Rally Ahead for Stocks and Gold?

An $892 billion stimulus bill was passed by Congress last night.  It is likely to push the price of stocks, gold and other asset classes higher.  The

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Why China’s Winning

China’s economy is on track to overtake the United States economy as the largest in the world in less than eight years, if current trends

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What The US Must Learn From Japan

The new Macro Watch video compares the Japanese economic policy response to Covid-19 with that of the United States – in terms of its impact on

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