This WSJ headline (March 8), perfectly captures the contrarian case for bullishness: The market’s up ~70% from the year-ago lows,...
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We had discussions last month with passive global investors including individuals, high net-worth families, institutions, and fund...
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We will soon run out of things to do Hitler parodies with: fyi: BPO= Broker Price Opinion AMC= Asset Management Co Hat tip Dave
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We said several weeks back that it was hard to see the market top when bullish sentiment surveys were so neutral. Additionally we cited...
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“It’s not a red light, but it’s a flashing yellow light that the strongest part of the rally is probably over. There’s not as...
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Andy Xie is a former Morgan Stanley analyst now living in China ~~~ The biggest policy debate this year has thus far been when and how...
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France’s Sarkozy left “no doubt” in comments over the weekend that the EU stands behind Greece in its attempt to restructure...
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As noted earlier this month (Geithner, Summers Lead FOMC Vacancy), there are 3 vacancies on the Federal Reserve — two Governors and...
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Some very interesting reading this weekend: • Why capitalism fails (Boston Globe) • Housing Help may bring another bubble (Las...
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