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Monthly Archives: May 2014
Bond yields continue south
The mongrel hoard keeps insisting that “everyone” got the yield call wrong this year, and “no one” saw bond prices rising. Nope. A few of us that are free to see big picture trends rather than perpetually sell risk, said … Continue reading
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Q1 US GDP second look: -1%
Not to worry, stock-pumpers will be explaining all day why economic growth isn’t needed for equities to continue to climb. Here is a direct video link.
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Stock pickers “good as monkey with a dart board”
Steven Levitt and Stephen Dubner, co-authors of “Think like a Freak”, says stock pickers are “as good as a monkey with a dart board”. Here is a direct video link. Truth-telling like this undermines the entire CNBC business model which … Continue reading
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