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Negative Yields and a Bumpy September Ahead?

Negative Yields: The Cruelest Month T.S. Elliot described April as the cruelest month, but if one slides from poetry to

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A Bull and Bear Case for the Little Guys — Small Cap Stocks in Global Markets.

The Market Twilight Zone Continues As Twilight Zone market conditions of suppressed volatility, low rates, central bank steroids and nosebleed

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The Bull & Bear Case of Sideline Cash and Tax Reform—You Be the Judge.

Hats Off to the Bulls—For Now At Least… So we live in a post-08 market that only goes up and

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Market History and US Debt, Part IV – From Bad LBO’s, Real Estate Bubbles and the 08 Crisis to Today’s Mess.

Another Recap In Parts I-III of this blog primer in US markets, we’ve tracked how easy money from an errant

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Market History, Market Bubbles

Market History and US Debt, Part III – From Derivatives & LTCM to Dot.Com Bubbles

A Recap Part I of this series set the backdrop of how years of accumulated debt and easy money leads

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Market History

Market History and US Debt Part II—From Nixon to Black Monday.

A Re-Cap In Part I of my little “history of the US markets in four reads,” we looked broadly at

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VIX Hike

The VIX–Is The Big Bad Market Wolf Back?

  In the midst of my current four-part history of the US markets, we all probably noticed the VIX gaining

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Market History

Market History & US Debt—Part I. Lessons of 1929 and FDR’s Mistakes.

Market History  I’ve been wandering through University towns in France. It’s summer, the south, and very few students meandering about.

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Retail Bonds and Private Equity Bad Guys–High Noon for Retail Bonds

Retail Bonds and Private Equity. Imagine an old black and white film with obvious good guys and bad guys, you

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Market Risk

Concern from the All-Stars—Top Managers See Market Risk Ahead

Top Managers See Market Risk Ahead Each of us have our all-star lists, from baseball players to novelists to artists.

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