I guess I’m not much of a Fed watcher. There’s something I don’t like about the Kremlinology aspect of parsing a Fed governors words. Sell ...
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Is This Peak AMLO?
(UPDATE: I initially posted this on February 27, but it was missing the Peru 2011 analysis and more depth on the potential downside of an...
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The US Economy: So Good It's Bad
This is why I try not to look at markets more than once a day. Just as I opine in the comments section, ringing the metaphorical “all c...
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Clean It Up in the Comments Section, Folks
Re-posting this from the comments section in the previous post. I've taken a libertarian approach to the comments, but we're impleme...
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The Short-Vol Trade: Someone Forgot to Turn Off the Machine
Equity markets took a standing-8 count over the weekend and came out swinging on Monday, bouncing roughly 1.5% off the lows from Friday...
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