``I don't believe the ongoing melt-up in U.S. stocks and the rapidly deteriorating geopolitical backdrop are coincidental. Again, from my analytical framework, both are creatures of historic monetary inflation. Serious (faltering Bubble) stress at the "periphery" now dictates erratic behavior many would view (from the old world view) as irrational. Meanwhile, liquidity flooding into the "core" feeds a historic speculative Bubble''

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