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Will Clemente: The U.S. is now in full ponzi mode

Less Noise, More Signal

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Navigating Bond Market Volatility and Economic Challenges

This chapter examines the current volatility in the bond market alongside the complex political landscape affecting deficit reduction efforts in the U.S. It discusses the implications of investment strategies in light of economic shifts, the role of Bitcoin as a potential hedge against currency devaluation, and the evolving perceptions of value among investors. The conversation also explores the changing dynamics of portfolios, highlighting alternative investments like short-term treasury bills and the challenges faced by older investors.

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