Weekend Reading and Listening July 16th 2021
Comment of the Day

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July 16 2021

Commentary by Eoin Treacy

Weekend Reading and Listening July 16th 2021

NBER: The Supply-Shock Explanation of the Great Stagflation Revisited (2010)

Bank of England: Staff Working Paper No. 845 Eight centuries of global real interest rates, R-G, and the ‘suprasecular’ decline, 1311–2018 Paul Schmelzing

Capital Allocators Podcast: Jeremy Grantham

The Price Of A Vaccine With Moderan CEO David Meline

Super Investors Podcast #46: Kiril Sokoloff On Seeking Truth In An Era of Sophistry

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Eoin, Prompted by a recent subscribers comment I would just like to mention that I have been a subscriber for many years and can happily say that I have always considered it money well spent.I read and listen to your market commentary most days and very much appreciate your calm insight and intuitive free thinking.I find your choice of topic and charts chosen on any particular to be more powerful for the very reason they are your choice of topic and charts chosen for that particular day. Please keep up the great work.

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Eoin -long term picture video What a masterful summary of the position we find ourselves in and a clear sighted exposition of the opportunities and threats that face us in 2021. Thank you again for your guidance.

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Dear Eoin Happy Holidays to you and your family and thank you for the very informative briefings. I am so impressed at the breadth and depth of your insights. It is truly an enjoyable journey to see the world through your eyes and gain the benefit of your years of experience in the financial markets. Wishing you a safe and prosperous 2021

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Weekend Reading and Listening July 16th 2021 Comment of the Day

Commentary by Eoin Treacy

Weekend Reading and Listening July 16th 2021
Comment of the Day