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The art of economics consists in looking not merely at the immediate hut at the longer effects of any act or policy; it consists in tracing the consequences of that policy not merely for one group but for all groups—Henry Hazlitt

Showing posts with label Market internals. Show all posts

Showing posts with label Market internals. Show all posts

Sunday, March 02, 2025

Mounting Cracks in the PSEi 30: How Structural Imbalances Are Amplifying Market Stress

True confidence does not come from “you can trust us if we screw up because someone else will bail you out” but from “you can trust us becau...

Sunday, October 20, 2024

Melt-Up! Philippine Financial-Bank Index Hits a Milestone High!

Causa remota of any crisis is the expansion of credit and speculation while causa proxima is some incident that saps the confidence of the...

Monday, October 07, 2024

Important Insights from the Philippine PSEi 30’s Melt-Up!

Investors believe in Keynesianism. They believe that increased government spending will make us all richer. This illusion is what is d...

Sunday, September 15, 2024

Unveiling the Reality Behind the Philippine PSEi 30’s 7,000: Market Concentration, Divergence, Manipulations, and the Overton Window

What's been lost in this frenzied competition for eyeballs and "likes" is the distinction between opinion and journalism. The ...

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