Archive For: November 2017

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Chart of the Day: Weakest Recovery Ever From The Deepest Recession Since The 1930s

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November 27: Daily Contrarian Reads

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Don't You Believe It----The Melt-Up Madness

Don't you believe it! The melt-up madness now underway marks the most dangerous, unstable and combustible financial bubble in human history. It was fostered by Keynesian central bankers who were making it up as they went along.

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Chart of the Day: This Time Is Different-----$3.5 Trillion Of Doom-Loop (Passive) Funds

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Thanksgiving 2017---Why There Is No Peace On Earth

After the Berlin Wall fell in November 1989 and the death of the Soviet Union was confirmed two years later when Boris Yeltsin courageously stood down the red army tanks in front of Moscow's White House, a dark era in human history came to an end.

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November 24: Daily Contrarian Reads

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The Delirious Dozen of 2017

Yesterday we noted the massive market cap inflation and then stupendous collapse of the Delirious Dozen of 2000. The latter included Microsoft, Cisco, Dell, Intel, GE, Yahoo, AIG and Juniper Networks---plus four others which didn't survive (Lucent, WorldCom, Global Crossing and Nortel).

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November 22: Daily Contrarian Reads

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The Mother Of All Irrational Exuberance

You could almost understand the irrational exuberance of 1999-2000. That's because everything was seemingly coming up roses, meaning that cap rates arguably had rational room to rise. But eventually the mania lost all touch with reality; it succumbed to an upwelling of madness that at length made even Alan Greenspan look like a complete fool, as we document below.

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November 21: Daily Contrarian Reads

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