Month

October 2016

GIS October 24 (Expect More Stimulus)

Date: 2016-10-23 - Prepared by: The GISI
The only factor that can considerably push up interest rates―at this stage of the cycle―is much higher government spending. The only country that has so far delivered this increase in government spending is Canada. It is, therefore, important to observe...
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Brief Note on China

Date: 2016-10-13 - Prepared by: The GISI
Whenever we think, hear or read about China, it is important to keep one-often overlooked-statistic in mind. China’s M2 money currently stands at roughly US$ 22 trillion, or more than 200% of China’s GDP. America’s M2 money supply is at...
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GIS October 10 (Clarity of Thought)

Date: 2016-10-09 - Prepared by: The GISI
Please consider the following three-step analogy. Step one: from 2001 until 2007 most banks aggressively expanded into new countries and industries (and raised leverage). Instead, they should have carefully managed their impending decline. They understood their mistake in 2008, but...
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