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Tues@11



Anticipating the anticipations of others
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Naughty & Nice
Time for the annual recap of your humble blogger's prognostications and prevarications. Hey Elf, was I nice enough for ya? More like a...


Taking a Bath
I know when I'm licked. There is more money than brains right now. I realize the market always has the final say, but it doesn't make it...


Sneak Peak
I guess we shouldn't be surprised by the market action last week. When you have too much cash burning a hole in your pocket, or in this...


Fearless
November's surprise rally in stocks has caught everyone napping. Like a pop star bursting on stage, risk assets have suddenly become...


Artificial Economy
This market is destroying any remaining notion that the stock market is equivalent to the economy. Banks are shedding bankers, real...


Overweight and See
With the definitive topping out of bond yields based on this morning's news and the reflexive bounce in equities, the average investor...


The Ignorance of Crowds
“I do not believe in the collective wisdom of individual ignorance.” Thomas Carlyle, Scottish philosopher and historian My hopes,...


Dimon Bottom 2.0
JP Morgan's CEO Jamie Dimon has enjoyed a storied career on Wall Street. He has a first-tier resumé that includes stints at Boston...


Buy Sheep, Sell Deer
Was that it? Is it over just because Bill Ackman said so? Can we buy bonds now? Can the long-suffering Bondies finally get their mojo...


Death Metal
No, this isn't a group of bond managers after their morning meeting. These are representatives of a nihilistic genre of heavy rock known...
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