Anyone else notice the brief Yield Curve Inversion this week? The 10-year yield slipped below Fed Funds rate for first time since the...
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Last night, the comparison came up with recent selloff action and 1987. But the more frequent relative comparison from the perma-Bullish...
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What Would Greenspan Do? That’s the question the WSJ’s Greg Ip asks: "Should the Fed worry more about rising inflation...
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The breach of a key uptrend in the ratio of the S&P 500 to the 10-year U.S. government bond yield suggests either stock prices are...
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How bored am I waiting for the next Fed Statement? This bored: To Pause or not to Pause, that is the question: Whether ’tis nobler...
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John Roque notes most investors he’s spoken with “continue to have difficulty considering the major transition that’s occurred for...
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Once again, the One & Done crowd has managed to pull the PermaBull traders into a long side bet, following the spin 2 weeks ago after...
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Sales of existing homes surprised to the upside yesterday. But one data point does not make a trend. This is the first rise (sequential...
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Interesting smackdown between Bill Fleckenstein and Ed "Y2K" Yardeni:" "Even if the Fed can’t strip the...
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We started beating the M3 drum back in November 2005. It seemed to us — on the basis of the rapid increase in M3 versus M2 alone...
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