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Sign In(1) Yin is deflation. Yang is easy money. (2) Why can’t central banks boost inflation? (3) Easy credit has boosted supply more than demand. (4) Aging demography also weighing on Japan and Eurozone. (5) Secular stagnation is a serious problem in Japan and Eurozone. (6) Postmortem: Commodity super-cycle was latest bubble to burst. (7) Oil’s super-cycle is also over. (8) Global oil demand has stopped growing. (9) What is the breakeven price for shale oil producers? (10) Focus on underweight-rated S&P 500 Energy.
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