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Cory’s Chart Corner
Headline chasing algos need to do deeper dives...
h/t @hussmanjpJohn P. Hussman, Ph.D. @hussmanjpy'all realize the UK is only about 3% of U.S. trade, the U.S. already runs a surplus there, and the 10% U.S. tariffs will stay, right?
keep in mind that studies indicate U.S. consumers shoulder the majority of tariff incidence, with minor incidence to foreign countries____________________________
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Monthly Archives: February 2012
Hard times for hedge fund investors
After a bad week for alternative asset managers, John Authers, Long View columnist and James Mackintosh, investment editor, discuss hedge funds’ long term performance and why it’s a good time to be a hedge fund manager but not to be … Continue reading
Sipping perrier at the bush party
Some articles today worth considering: Deleveraging will take over as everyone runs out of ammunition Lacy Hunt on The roadblock to recovery ECRI recession call: growth index contraction eases (good charts) Pimco’s Mohamed El- Erian on this morning’s stronger than … Continue reading
What we all can learn from Iceland’s default
As the first country to experience the full force of the global debt crisis, Iceland opted to default and not enslave its taxpayers in perpetuity to bail out the banks. (You can read more about Iceland’s path to financial destruction … Continue reading