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Dollar Bear: Oil Prices and Demand Destruction

“Many on Wall Street are cheering the possibility that further “demand destruction” will ultimately lead to significantly lower oil prices. After all, this is basic economics. Prices are a function of supply and demand, and as demand drops, prices must follow. This is simple logic, wrongly applied.” [...]

Steel Prices: The ETF doesn’t lie

“In the past, you might have expected steel stocks to get hit hard by a U.S. slowdown and open talk of recession. But now there is so much construction taking place, America has become a much smaller piece of the puzzle.” — Justice Litle Blogger’s note: With a U.S. recession on [...]

Real Estate Crash: Get over the house price obsession

"I am sure that about twenty or thirty years ago we just took a passing interest in the price at which the house next door was sold… But now you would think that the whole world depended on it." — Tom Bulford. Blogger's Note: Our friend Tom Bulford from MoneyWeek published a [...]

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