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Global Macro Update Archive, November 2022

Price Divorced from Value
  • November 18, 2022

Price Divorced from Value

This week, I spoke with Keith Fitz-Gerald, the well-known market analyst and educator, and co-founder of Keith Fitz-Gerald Research. You’ll see him on FOX Business News, CNBC, and other financial media every week. He’s the author of 5 with Fitz, a free daily letter that cuts through the noise with actionable investing and trading ideas.

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Serious Threats to Global Markets
  • November 11, 2022

Serious Threats to Global Markets

This week, I was joined by my longtime friend John Mauldin, co-founder of Mauldin Economics and one of the most brilliant minds in macroeconomics. His free weekly letter, Thoughts from the Frontline, is read by hundreds of thousands of investors across the globe.

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Dawn of a New Bull Market
  • November 4, 2022

Dawn of a New Bull Market

This week, I spoke with longtime friend Jared Dillian, former Wall Street trader, financial writer, and proponent of sentiment investing. His contrarian letter, The Daily Dirtnap, is read by thousands of market participants and high-net-worth investors.

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