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Five Fund Flow Charts Every Japanese Stock Investor Should See
We recently detailed the critical charts on the progression of 'Abenomics' but perhaps more important than the total lack of positive economic 'change' - due, we are sure, to not-enough-time or...
View ArticleCyprus Mail: "Exiting The Euro Is A Debate We Must Have"
Last week we laid out the apparent 'blueprint' from the EU Commission for every other country with a banking system in which non-performing loans are soaring. With Mario Draghi's patsy in place at the...
View ArticleGermany's 'Five-Wise-Men' Confirm Wealth Tax Is Coming
As we have vociferously warned since September 2011, and most recently as the Cyprus debacle exploded explained why it is just beginning, Germany's Council of Economic Experts (or so-called 'Five Wise...
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Gold And 5 Years Of Global Central Bank 'Temporary And Emergency' Monetary...
When all this began, we were reassured that extraordinary balance sheet expansion and the ZIRP environment were merely temporary and only to get us through the short-term emergency. The following chart...
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Which Nations Are Next? The Credit Market Answers
The debate about the usefulness of sovereign credit default swaps (SCDS) intensified with the outbreak of sovereign debt stress in the euro area. SCDS can be used to protect investors against losses on...
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Priced For Perfection - A Return To 'Normal' Won't Be Enough
The equity rally over the past 18 months has been driven by multiple expansion. As Morgan Stanley's Gerard Minack notes, equity markets have been highly correlated with macro surprises – whether...
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Ex-Soros Advisor Sells "Almost All" Japan Holdings, Shorts Bonds; Sees Market...
Previously, we have pointed out why Japan's attempt at reincarnating its economy, geared solely at generating a stock market-based "wealth effect", and far less focused on boosting the country's trade...
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Gold, Silver In Asian Liquidation Mode As China Growth Slows More
UPDATE: Spot Gold $1426 (from $1564 highs Friday)As Asia opens to the bloodbath that occurred in precious metals on Friday in the US, it would appear that more than a few traders got the 'tap on the...
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This Is Not What A Low-Volatility Environment Looks Like
VIX, the market's measure of forward-looking expectations of equity volatility has been hovering at decade lows (and even after yesterday's spike has plunged back once again today). MOVE, the bond...
View ArticleHow A Misplaced Decimal Comma Left Dick Bove Unemployed
Well-known permabull financial analyst Dick Bove lost his job in November 2012. Not due to his ineptness, but due to his Rochdale Securities colleague David Miller who today plead guilty to wire fraud...
View ArticleAll American Airlines Flights Grounded
For those flying in the northeast today, especially in and out of Boston, it is just not their day (all the more so if there are terroristy-looking, Arab-speaking passengers nearby). The day just got...
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Guest Post: Gold Crash: What It's Not Telling Us
Submitted by Lance Roberts of Street Talk Live,The recent plunge in gold prices below $1500 an ounce has suddenly awoken, well, just about everyone. The "gold bugs" are yelling that it is a conspiracy...
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Is The Fed's Uberdove Turning Hawkish?
In 1996 it was Alan Greenspan with his "irrational exuberance" call, is Janet Yellen sending the same message, as she warns...*YELLEN SEES SIGNS "SOME PARTIES ARE REACHING FOR YIELD"*YELLEN SAYS LOW...
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The Most Disturbing Chart From Today's IMF Outlook Revision
That the IMF is the most unwavering optimist despite fundamentals, facts and reality has been well-documented over the years. For those who still haven't seen the agency's perpetual upward bias in...
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Biggest 2013 Drop In US Stocks Followed By Second Biggest Surge
Yesterday's high volume dumpfest in stocks - its biggest drop in 5 months - is followed by a considerably smaller volume pumpfest that elevates the S&P by its 2nd most of the year (2nd only to the...
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Collapsing CapEx: Intel Edition
By now regular readers should be aware that one of our favorite metrics on the state of not only the economy, but corporate viability in the New Normal centrally planned age, are not fudged,...
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If Gold Was "Just A Commodity" What Would Be Its Support Price
Today's bounce back in gold prices is fading into the close and as Barclays' Suki Cooper notes, despite some physical demand response to lower prices, it has not been sufficient to combat the overall...
View ArticleThe New “Nazis” of Spain
Wolf Richter www.testosteronepit.com www.amazon.com/author/wolfrichterOn Saturday, Popular Party Secretary-General María Dolores de Cospedal, number two of the governing party in Spain, said that...
View ArticleUpdate: Boston Bombing Suspect HAS NOT BEEN Arrested; Boston Courthouse...
First we got headlines coming out, from CNN and WCVB TV in Boston, that a suspect is now in custody:Law enforcement official: Boston Marathon bomb suspect in custody, expected in federal court.Janet Wu...
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