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The Fed’s balance sheet is now at its lowest level since September 2020, down $1.9 trillion from its peak in April 2022

00:01 - 15/10/24

 

 

 

The story is not geopolitical risk, but monetary debasement

 

 

 

Global Equity Returns this year...

 

 

 

5 Largest members of BRICS (Brazil, Egypt, India, Russia, and China) have built their largest Gold stockpiles in history

 

 

 

China is no longer a low-cost source of labor, per Bloomberg Macro and OECD

 

 

 

 

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