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Recent Posts
Meta
Yearly Archives: 2018
MoMo Building For A “People’s Vote” In The U.K.
Pressure continues to build, just as we said it would after the U.S. midterm “bitch slap” of the Trump administration, for a second referendum on BREXIT, which will likely lose. Polls now show British public opinion in favor of remaining in … Continue reading
S&P Levels To Watch
We maintain our view there is a high probability the 2018 S&P500 intraday low at 2532.69 will be tested, which is 5.87 percent below today’s close. The next levels to watch are closes below 2641.24 and 2581.0, the recent and … Continue reading
Short Covering In Bond Pits And The S&P
Well, the virtual bond pits. Looks like specs are getting spooked and covering their bond shorts. Stunning, however, that the 10-year note yield is right about where it was on September 21st when the S&P500 made its intraday all-time high … Continue reading
The Lessons of Quantitative Easing | Stephen Roach
A decade after the US Federal Reserve launched one of the boldest policy experiments in the modern history of central banking, economists and policymakers are still debating its implications. To prepare for future crises, five key lessons should be kept … Continue reading
Posted in Monetary Policy, Uncategorized
Tagged Project Syndicate, QE, Stephen Roach
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QOTD: Vincent Van Gogh
“If you hear a voice within you say ‘you cannot paint,’ then by all means paint, and that voice will be silenced.” — Vincent Van Gogh
Our Favorite Chart Of The Week
Events and the market are moving our way, BREXIT ain’ gonna happen. The political extremes on both ends have “woke” the sleepy and complacent middle, women, and the young. We believe you will see the results in the upcoming “November to Remember” … Continue reading
Rosie On Investing In 2019 – Financial Post
Posted in Economics, Equities, Uncategorized
Tagged 2019, David Rosenberg, Financial Post
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Week In Review – November 16
Summary U.S. 10-year yield in on slowdown worries Probability of Fed move in December drops 10 points to around 65 percent Corporate credit spreads blew out big time. Watch this space Equity markets are rudderless and feel like they want … Continue reading
Posted in Uncategorized, Week in Review
Tagged bonds, Commodites, Currencies, Performance, Stocks, Week in Review
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