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U.S. Debt Ceiling, Defaulting Bonds and More Deadly Fed “Support”

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Debt Ceiling

U.S. Debt Ceiling, Defaulting Bonds and More Deadly Fed “Support”

If the pending debt ceiling “crisis” and “debate” has you biting your nails, well… Don’t call a manicurist just yet.

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US Debt Ceiling

Our Debt Ceiling: Where Market Bubbles Meet Political Bubbleheads.

The looming debt ceiling and current political gridlock (and White House tragic comedies) has me thinking less about politics and

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National Debt

National Debt = Inflating Away Uncle Sam’s Embarrassing Bar Tab

Below we look at national debt levels and even more inflationary forces as confirmed by cost-of-living-adjustments, Uncle Sam’s interest expenses,

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Deficit

Why a Deficit Matters —A Debt Storm Brewing?

Why a Deficit Matters —A Debt Storm Brewing? Below, we look at deficits, why they matter, and what they portend.

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rising yields

Drowning in Debt: Will the Market Yield to Rising Yields?

Below, we continue our analysis of US debt and rising yields. More Pork… I’ve been watching the waves lately, but

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Market Reality-Check Part II: Debt, Bond Yields and the Volatility Trade

Volatility Trade Below, we take a deeper look at global debt levels, bond yield triggers and volatility trades combining into

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Market History and US Debt, Part IV – From Bad LBO’s, Real Estate Bubbles and the 08 Crisis to Today’s Mess.

Another Recap In Parts I-III of this blog primer in US markets, we’ve tracked how easy money from an errant

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Market History

Market History and US Debt Part II—From Nixon to Black Monday.

A Re-Cap In Part I of my little “history of the US markets in four reads,” we looked broadly at

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Market History

Market History & US Debt—Part I. Lessons of 1929 and FDR’s Mistakes.

Market History  I’ve been wandering through University towns in France. It’s summer, the south, and very few students meandering about.

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Market Conditions Improving

Something Has to Give: Rising Markets In Scary Macros

Signals Matters News Letter: The Signals THAT Matter Broadly, the core and timeless principles behind the infrastructure of Signals Matter

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