Useful nuggets of information
My thanks to a subscriber for this interesting report.
David Fuller's view The report is a long read but contains much of potential interest to subscribers. Note in particular the table of high-yielding Asian equities.
There is also an important graph: Monthly Inflation 1872 to Present. Note the second version immediately below with CPI using a former method of calculation which was replaced by the Fed in the 1980s. This tallies with Fullermoney's view that we are experiencing stagflation in the west, where we also know that there is plenty of debt to inflate away.