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Strategies & Market Trends : News Links and Chart Links

SPXL 224.16

+0.7%

Nov 11 4:00 PM EST

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From: Les H	1/14/2025 9:10:52 AM
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Note: Last week I promised to publish an update to our Dawn of a New Era and The Times They Are A-Changin’ research papers from the last two years. Turns out I was a little premature on that. The thesis hasn’t changed; we still think the era of free money is over. But incorporating the new Trump administration’s plans into our view of the future isn’t easy. The recent talk of Greenland, Canada, and the Panama Canal are a lot more interesting than the political chatter you hear on the news or in the press. The regionalization of trade, the formation of trade blocs, was part of our original thesis but I did not expect that to take this form. Anyway, I want to make sure we have thought this through as completely as possible before hitting the publish button. Please be patient and I promise to make it worth the wait. Alhambra Partners

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