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Macro Thoughts

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U.S. Bonds

Signal This: Market Indicators from the Financial Sector, The Russell 2000, ETF Risks, and Real Estate Pricing.

An Honest Banker. As we head into July and more calm before the Fed-induced market storm, I’ve got to give

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U.S. Bonds

Hawkish Sounds from the FMOC. Is the Market Listening?

Once Upon a Time: Fed Guidance and Fairytale Markets. Ever since the ABS humpty-dumpty market fell off the wall in

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U.S. Bonds

Politics, Markets and the Mass Media—Which Leg of the Stool Breaks First?

                                       

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U.S. Bonds

No Fear in the Fear Index: The VIX vs. the Big, Bad Market Wolf

Lessons from Kindergarten Remember the story of the big bad wolf and the three little pigs? If not, it goes

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U.S. Bonds

Reality Check? Flat GDP vs. Market Excess, Record-High PE Ratios and a Bond Bubble. Investor Beware?

The Smug Since Adam met Eve, history tends to confirm that spoiled kids and rich uncles don’t produce the best

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