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QE Qaption Qontest
If the greatest trick the devil ever pulled was convincing the world asset bubbles don't exit, the question is who really is QE Soze?inspired by Omid Malekan, h/t @Williambanzai7
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The Hilsenrath "Tapering" Article Is Out
Yesterday, the rumor turned out to be a joke. Today, there was no rumor, but as we warned four hours ago, it was only a matter of time. Less than four hours later, the time has come, and Jon...
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Uncle Buck Upstages Bernanke
Some recent volatility in currency markets began with the Reserve Bank of New Zealand intervening to stem the rise of the Kiwi. At the same time, the Reserve Bank of Australia cut its overnight lending...
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Did "They" Ever Tell You To 'Buy Gold' Or 'Sell Stocks'?
Gold bears are coming out of the woodwork to declare gold dead. Santiago Capital's Brent Johnson wonders where they have been for the last 12 years and reflects on the reality of why one should hold...
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Guest Post: The New European Revolt
Originally posted at Populyst blog,Some young Europeans have given up on change. They just want to leave.One of the main benefits of forecasts based on demographics is the fact that they can be more...
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Visualizing The Shrinking Dollar
The almighty dollar is looking less mighty these days. By almost every measure, the purchasing power of the US dollar is in precipitous decline.
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Dollar Risks Consolidation Before Next Leg
It took the break of the JPY100 level to trigger a broad based US dollar rally. This rally lifted the dollar's technical tone and suggests additional gains are likely. However, the out-sized gains...
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Bernanke Takes a "Leak"
How about Bernanke's communication policy? The most important development for monetary policy in the last four years comes from a planted story in the Wall Street Journal on a Friday night. While I'm...
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David Rosenberg: "When They Say Unemployment Rate, They Mean The S&P 500"
Last week's plunge in wholesale sales (and "completely involuntary" surge in inventories) has Gluskin Sheff's David Rosenberg greatly concerned that current quarter real GDP will be very close to stall...
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"The Only Thing We Have To Fear Is The Lack Of Fear Itself"
With NYSE margin debt at extremes once again, complacency at all-time highs, valuations (across equity and credit) frothy, and the cacophony of bullish consensus momentum chasers, it seems the...
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Central Planning: Omnipotence Or Hubris With A "Great Gaping Hole"
Authored by Sean Corrigan of Diapason Commodities,Herein lies the great gaping hole at the centre of official policy. Yes, the central banks can increase the stock of outside money almost without...
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The High-Yield Message The Bulls Ignored In 2007
While high-yield bond yields are at record lows, the spread (or compensation for risk) remains above all-time record lows leaving some to suggest there is room for more compression and for the circus...
View ArticleIRS Conservative Witchhunt Started In 2011 With High-Level Officials Involved
The IRS conservative targeting scandal is going from bad to worse. Following the Friday revelations that despite all prior appeals to the contrary, the IRS did in fact apply political bias and...
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John Hussman On Profit Margins And Un-"Reasonable Valuations"
Just over a year ago we discussed in great detail the cyclical nature of profit margins, the elegance of the Kalecki (profits) equation (and its Japanese outlier real-world fallacy), and the current...
View ArticleGuess What’s Hidden In The Immigration Bill? A National Biometric Database...
Submitted by Michael Krieger of Liberty Blitzkrieg blog,Oh just another eight hundred page “bipartisan” bill that nobody will read, mainstream media will refuse to cover, and that will merely further...
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Two People Dead From SARS-Like Virus In Saudi Arabia, Two More Infected In...
While the H7N9 birdflu epidemic is still raging in China, with 4 news deaths bringing the total confirmed death toll to 31 (and who knows how many unconfirmed) on 129 infections leading to a mortality...
View ArticleBloomberg Responds To Surveillance-Gate
In the aftermath of the tempest in a teapot scandal surrounding the Bloomberg surveillance of its clients (maybe one should also inquire just what data FaceBook investor Goldman Sachs, not to mention...
View ArticleFrontrunning: May 13
Hilsenrath: A Top Contender at the Fed Faces Test Over Easy Money (WSJ)Yen drops further as G7 avoids criticizing Japan (Reuters)Markets missed Flaherty’s clues on next Bank of Canada chief...
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