June 14, 2019
Who Is Right Equities Or Bonds?

First let’s jump right into this chart here, which Zhedge posted this week and one we mocked up a bit to paint a clear and precise question, that...

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April 10, 2019
What Constitutes Value?

We are going to begin this week with our annual value lesson. For those of our readers that have not read this before, we hope you enjoy this...

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March 6, 2019
The Enablers....FED and the Central Banks

This is just going to be a quick technical update. We haven’t truly seen anything game changing take place over the last two weeks.

We continue to...

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February 22, 2019
It's Not Diversification if Bonds and Stocks Fall in Unison

This week we received the FED minutes and here is what Jan Hatzius, Goldman’s chief economist had to say, “the minutes of the January FOMC meeting...

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