Archive For: May 2016

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Japan Data Dump-------Mostly Dumping All Over Abenomics

Ten days ago, it was reported that the Bank of Japan for the first time set aside reserves against expected losses should its massive portfolio of JGB’s finally move toward QQE success. The main part of all this “stimulus” has been the accumulation of primarily government bonds at massive premiums. If it were ever to...

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The Federal Reserve Has Created an Unprecedented Disaster for Pension Funds

When it comes to the Fed, Congress is mired in hypocrisy. The anti-regulation, de-regulation crowd on Capitol Hill shuts its mouth when it comes to the most powerful regulators of all – you and the Federal Reserve. Meanwhile, Congress goes along with the out-of-control, private government of the Fed—unaccountable to the national legislature. Moreover, your […]

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Mood Swings-----The Chicago ISM's Got Vertigo

The ISM Chicago Business Barometer PMI fell back below 50 again in May, the ninth time in the past sixteen months that the index came out under the supposed dividing line. It is more likely, however, that US businesses especially in manufacturing just don’t know what to make of the past year and a half...

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Hillary's Other $225,000 Speech-------Paid By Law Firm Suing Trump University

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Mind The Price-To Sales Ratio-----Now The Highest Ever

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Why Management Is Incentivized To Fabricate Earnings: It's All About non-GAAP Bonuses

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The Libertarians Did It-------Nominated Neither Liars Nor Bullies And Wrote A Good Platform, Too

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What Has The Fed Wrought-------Massive Money Printing For Not A Lot

“Technically Speaking” is a regular Tuesday commentary updating current market trends and highlighting shorter-term investment strategies, risks, and potential opportunities. Please send any comments or questions directly to me via...

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On the Road to Panicville, Again-----Mind The USD/CNY

  An Alert for the Global Posse of Liquidity Junkies In the summer of 2015 and again in December-February this year, global stock markets were rattled by weakness in the yuan’s exchange rate vs. the US dollar. Yuan weakness is widely held to exacerbate pressures on other (already weak) emerging market currencies, but more importantly, […]

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Even 'Trophy Assets' Suddenly Tanking-----Trickle Down Crash?

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