We usually reserve this kind of piece for our newsletter service, but as we’ve been waiting for two to three years for this particular intellectual insight to be confirmed by the market, I thought I’d mention it here. In this article, I take a look at the insurance sector and its recent deterioration relative to the broader stock market.

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Jim Grant was on Bloomberg TV on 18th July. He spoke about US Treasuries, European Sovereign debt and the gold standard. See below for the video and summary.

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