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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 risk concentration. Show all posts

Showing posts with label risk concentration. Show all posts

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 ...

Monday, August 19, 2024

Was the ICT-Powered PSEi 30 Pump to 6,850 About the BSP’s Rate Cut or was it About Marcos-nomics Stimulus? (Short)

It's not whether you're right or wrong that's important, but how much money you make when you're right and how much you lo...

Sunday, August 04, 2024

PSEi 30: Has BBM’s SONA Cycle Climaxed? Rising Contagion Risks from the Unwinding of the Yen-Yuan Carry Trade

Bulls of 1929 like their 1990s counterparts had their eyes glued on improving profits and stock valuations. Not a thought was given to the f...

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