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Cory’s Chart Corner
Load MoreMany will focus the blame of market drawdowns on the tariffs and ignore the fact the SP500 (only a few weeks ago) was trading at 4 std devs above its historical mean…valuation also matters.
BREAKING: The European Union is preparing further counter measures against newly announced US tariffs of 20%, per CNBC.
Daily Archives: July 29, 2014
Treasury yields: how low can they go, redux
Stock floggers like to talk about how dividend yields are “attractive” today relative to cash and bonds. Except that in their imaginary world, capital risk in equities is always “contained” to fleeting “corrections of 5 to 10%” that always bounce … Continue reading
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Earn the downhill
Waiting for the inevitable mean reversion of this epic Fed-led speculative episode can feel tedious (if we let it). Seeing familiar false prophets (who have already been revealed as unworthy leaders several times over the past 15 years), paraded like … Continue reading
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