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Retail Bonds and Private Equity Bad Guys–High Noon for Retail Bonds

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Retail Bonds and Private Equity Bad Guys–High Noon for Retail Bonds

Retail Bonds and Private Equity. Imagine an old black and white film with obvious good guys and bad guys, you

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Market Risk

Concern from the All-Stars—Top Managers See Market Risk Ahead

Top Managers See Market Risk Ahead Each of us have our all-star lists, from baseball players to novelists to artists.

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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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Netflix Analysts

Tech Stocks, Netflix and Sell-Side Cheerleading

The Netflix Cheerleaders Jumping Out of Their Skirts Analysts and sell-side peddlers are raving about the recent Q2 report from

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Central Banks Distort Markets

A Story About Global Central Banks–The Policies Behind Deficit Financing, Market Bubbles, and Stalled GDP.

 Tough Questions Clients and investors are increasingly asking the same sensible questions: how do global central banks work? The ECB?

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U.S. Bonds

Fragile Bond Markets –One More Crack in a Cracked Market of Crazy Politics, “Healthy” Banks, a Delusional Federal Reserve, a Raging Stock Bubble and a Dying Retail, Junk Bond and Auto-Sector

 Feeling Crazy? Today’s broken markets consist of “healthy” commercial banks, a delusional central bank, a disruptive US President, a fractured

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U.S. Bonds

Signal This: Market Indicators from the Financial Sector, The Russell 2000, ETF Risks, and Real Estate Pricing.

An Honest Banker. As we head into July and more calm before the Fed-induced market storm, I’ve got to give

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U.S. Bonds

Hawkish Sounds from the FMOC. Is the Market Listening?

Once Upon a Time: Fed Guidance and Fairytale Markets. Ever since the ABS humpty-dumpty market fell off the wall in

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U.S. Bonds

Politics, Markets and the Mass Media—Which Leg of the Stool Breaks First?

                                       

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