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June 2023

Questions You Asked

An unusual number of reader questions prompt us to go deeper on four key topics: government debt defaults, the ongoing banking crisis, our portfolio composition, and Central Bank Digital Currencies.

What Debt Ceiling?

The debt-ceiling scare and the banking crisis have receded into the background, but the underlying problems remain unaddressed. We take a closer look at indebtedness globally and weigh the risk of a recession. And finally, we look at investments appropriate for today’s challenging environment.