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Cory’s Chart Corner
Many 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.
The Kobeissi Letter @KobeissiLetterBREAKING: The European Union is preparing further counter measures against newly announced US tariffs of 20%, per CNBC.
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Daily Archives: January 18, 2021
Hoisington Quarterly Review and Outlook
The latest Hoisington Quarterly Review and Outlook throws some shade on sunny stimulus-fueled growth forecasts and explains why they remain bullish of treasuries: Provided there are no major changes by Congress to the Federal Reserve Act, we believe it is … Continue reading
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Mind Blowing Charts
A lucid market overview in this 38-minute presentation. It’s hard for words alone to capture the lunacy now afoot, long-term charts offer some perspective. Here is a direct video link.
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