Historical Archives

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Janet-----You're Gonna Have Some 'Splainin To Do!

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How is Real Wealth Created?

  An Abrupt Drop Let’s turn back to our regular beat: the U.S. economy and its capital markets. We’ve been warning that the Fed would never make any substantial increase to interest rates. Not willingly, at least.   Groping in the dark, Yellen-style   Each time Fed chief Janet Yellen opens her mouth, out comes […]

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JPM's Head Quant Warns Volatility Is About To Surge-----Here's Why

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Hillary Clinton’s ‘Exceptionalist’ Warpath

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Why The Fed Is Trapped

“3 Things” is a weekly post of thoughts I am pondering, usually contrarian, with respect to the markets, economy or portfolio management. Comments and thoughts are always welcome via email,  Twitter, and/or Facebook....

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New York Times and the New McCarthyism

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The One Trillion Dollar Consumer Auto Loan Bubble Is Beginning To Burst

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The War On Cash Intensifies

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Hanjin Shipping Co. Collapse Leaves $14 billion Worth of Goods Adrift

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What "Full Employment"? One-In-Six Prime Age Men Have No Job

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