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

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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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Central Banks Distort Markets

A Story About Global Central Banks–The Policies Behind Deficit Financing, Market Bubbles, and Stalled GDP.

 Tough Questions Clients and investors are increasingly asking the same sensible questions: how do global central banks work? The ECB?

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Market Crisis

Fragile Bond Markets –One More Crack in a Cracked Market of Crazy Politics, “Healthy” Banks, a Delusional Federal Reserve, a Raging Stock Bubble and a Dying Retail, Junk Bond and Auto-Sector

 Feeling Crazy? Today’s broken markets consist of “healthy” commercial banks, a delusional central bank, a disruptive US President, a fractured

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politician

Cutting Through Tax Cuts—A History of Avoiding Pain for Political Gain

The Buzz about Tax Cuts Will the Trump tax cuts (which are already priced into this rising market) keep markets

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Bond market signals

Trusting Bond Market Signals Rather Than the Elites in Today’s Market Ride

  Feeling Uneasy? Do you sometimes wonder if this market feels a bit hard to trust? In law school, I

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howling wolf

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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reality check

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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