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Macro Thoughts

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market wave

Surfing a Stock Market Wave Melt-Up: Paddle In or Paddle Out?

  Below, we look at the possibility of a market wave melt-up in the face of rising interest rates. Above,

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Gold market

The Gold Market : Common Sense for a Senseless Market?

The Gold Market Below we look at blunt reality, market elites and a common-sense case for the gold market .

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debt bubble

Market Reality—Debt Bubble Driven Fun Like College Kids with Credit Cards

Debt Bubble Driven Fun Like College Kids with Credit Cards Below I take a loonnngggg look at…well, just about everything…bonds,

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tesla

Gold, Silver & Tesla : Symbols of Broken Markets ?

Tesla Below, we look at what the price action in gold, silver and even Tesla might have to say about

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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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Facebook

Facebook—Awful Anyway You Look At It…

Facebook Below, we look at Facebook from every angle—the philosophical/sociological, the political and the share price. Net conclusion: bad values,

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market bears

Pitchforks Ahead or Just Market Bears Running in Circles ?

Pitchforks Ahead or Just Market Bears Running in Circles ?   Below, we consider the timeless struggle of market bears

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US Stocks

Global War—Good For US Stocks?

  Below, we look at the ironic implications of global war, global debt, and inflationary conditions as a potentially bullish

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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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bond and stock markets

Is the Ice Thinning Beneath the Bond and Stock Markets?

  Below, we continue our look at more data on yields, bond and stock markets, inflation and the increasingly thin

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