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Entries Tagged as 'The Markets'

Clinton Good For Economy, Bad For The Markets

September 9th, 2016 · Comments Off on Clinton Good For Economy, Bad For The Markets

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Tags: Economy · The Markets

Serious Consequences Of A Booming U.S. Economy

September 7th, 2016 · Comments Off on Serious Consequences Of A Booming U.S. Economy

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Tags: Economy · The Markets

Trump Good For Markets, Bad For Economy

September 2nd, 2016 · Comments Off on Trump Good For Markets, Bad For Economy

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Tags: The Markets

Welcome To The New Goldilocks Economy

August 28th, 2016 · Comments Off on Welcome To The New Goldilocks Economy

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Tags: Economy · The Markets

All Risk And Little Return

August 27th, 2016 · Comments Off on All Risk And Little Return

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Tags: The Markets

Here Is Why Stocks Went Up, But Will It Last?

August 25th, 2016 · Comments Off on Here Is Why Stocks Went Up, But Will It Last?

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Tags: The Markets

We Didn’t Panic. We Just Sold Everything

August 24th, 2016 · Comments Off on We Didn’t Panic. We Just Sold Everything

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Tags: The Markets

How To Prevent The Next Asset Bubble

August 23rd, 2016 · Comments Off on How To Prevent The Next Asset Bubble

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Tags: The Markets

The End Of The Bull Market

August 11th, 2016 · Comments Off on The End Of The Bull Market

Profits are declining, valuations are stretched, the world economy is slowing and the Fed could increase interest rates further. There are also significant risks in the world economy and the materialization of one could trigger others in a cascading effect that can do serious damage to the world economy. More fundamentally, the whole underlying model […]

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Tags: The Markets

President Trump And The Markets

July 18th, 2016 · Comments Off on President Trump And The Markets

Driven by an angry electorate sensing the secular stagnation, Trump’s economic agenda basically amounts to a hostile takeover of the Republican Party. This is good insofar as much of the electorate doesn’t believe in trickle-down economics, and rightly so. But there remain considerable economic risks attached to Trump’s economic platform on trade, immigration, and the […]

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Tags: The Markets