Cryptocurrencies and Asset Class Destruction

Jack Duval
July 16, 2020
The death of the 60/40 allocation has lead many investors to have an effectively equity-only portfolio.
The death of the 60/40 allocation has lead many investors to have an effectively equity-only portfolio.
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Coronavirus: Post-Convivial?

Jack Duval
May 19, 2020
Any loss of conviviality is a loss to the unwritten laws that allow humans to live and flourish together.
Any loss of conviviality is a loss to the unwritten laws that allow humans to live and flourish together.
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Coronavirus: By the Old Gods and the New

Jack Duval
May 5, 2020
The new gods are jealous gods and they were not pleased with the graven image of Trump’s name on stimulus checks. All glory must be to them.
The new gods are jealous gods and they were not pleased with the graven image of Trump’s name on stimulus checks. All glory must be to them.
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Coronavirus: A Hollywood Ending?

Jack Duval
April 16, 2020
The Fed can buy all the assets they want, but it won't make any company or individual consume goods or services.
The Fed can buy all the assets they want, but it won't make any company or individual consume goods or services.
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The Coronavirus Rally? It's a Fugazi.

Jack Duval
March 31, 2020
The world has to go through a deleveraging process where assets are sold to pay down debts. It has only begun.
The world has to go through a deleveraging process where assets are sold to pay down debts. It has only begun.
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