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The Dabbler

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The Dabbler

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The Experienced Investor

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No Accountability for Our National Accounting

National Accounting: Making Money in Debt-Driven Markets—Market Crisis or Not As markets continue to make new highs on the back

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The Bull & Bear Case of Sideline Cash and Tax Reform—You Be the Judge.

Hats Off to the Bulls—For Now At Least… So we live in a post-08 market that only goes up and

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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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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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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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