{"id":93747,"date":"2025-04-13T14:31:04","date_gmt":"2025-04-13T18:31:04","guid":{"rendered":"https:\/\/funds.palos.ca\/thank-you-jamie-dimon-and-bill-ackman-for-the-volte-face\/"},"modified":"2025-04-13T14:31:39","modified_gmt":"2025-04-13T18:31:39","slug":"thank-you-jamie-dimon-and-bill-ackman-for-the-volte-face","status":"publish","type":"post","link":"https:\/\/funds.palos.ca\/fr\/thank-you-jamie-dimon-and-bill-ackman-for-the-volte-face\/","title":{"rendered":"Thank You, Jamie Dimon and Bill Ackman for the Volte-Face"},"content":{"rendered":"

Last week, I wrote: \u201cA reader reminded me that in 1912, J.P. Morgan said: \u2018Gold is money, everything else is credit.\u2019 This is a good reason to hedge portfolios with solid gold stocks. My concern is why the dollar has been acting badly of late. If it were just for cyclical reasons like the coming change in monetary stance, fiscal policy and growth differentials between the US and the rest of the world, there would be much to worry about…\u00a0\u00bb<\/p>\n

A Macro Market View by Hubert Marleau\u00a0<\/em><\/p>\n

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L’infolettre Palos Perspective est un aper\u00e7u hebdomadaire de la situation macro\u00e9conomique disponible uniquement en anglais. Si vous avez des questions sur l’infolettre ou des demandes g\u00e9n\u00e9rales sur Palos, veuillez nous contacter \u00e0 <\/i>info@palos.ca<\/i><\/a><\/span><\/p>\n

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Last week, I wrote: \u201cA reader reminded me that in 1912, J.P. Morgan said: \u2018Gold is money, everything else is credit.\u2019 This is a good reason to hedge portfolios with solid gold stocks. My concern is why the dollar has been acting badly of late. If it were just for cyclical reasons like the coming …<\/p>\n

Thank You, Jamie Dimon and Bill Ackman for the Volte-Face<\/span> Lire la suite\u00a0\u00bb<\/a><\/p>\n","protected":false},"author":11,"featured_media":93744,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[36],"tags":[],"_links":{"self":[{"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/posts\/93747"}],"collection":[{"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/comments?post=93747"}],"version-history":[{"count":0,"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/posts\/93747\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/media\/93744"}],"wp:attachment":[{"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/media?parent=93747"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/categories?post=93747"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/tags?post=93747"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}