David Stockman

China’s Red Ponzi Was Built On The Biggest Dollar Short Ever

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Mind The Incomings—–Port of LA/Long Beach Import Containers Down 4.3% Y/Y, Implying Weak Holiday Outlook Among Retailers

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Mind The Risk-Parity Unwind—–Another Blow Up Is Just Starting

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Don’t Blame Trump—–The Maestro’s Betrayal and Bubbles Ben Brought on the Crazies

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The Bank For International Settlements Warns That A Major Debt Meltdown In China Is Imminent

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Deplorables, Delusionals, & Demagogues United By A Flawed Foreign Policy

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The ‘Wealth Effect’ Didn’t Die, It Was Never A Valid Concept No Matter How High Stocks Go

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What Will Result From Sideways?

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Stumpf on Shtuping The Customer—-Wells Fargo CEO Tells Senate How It’s Done

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Speculative Financing in Technology Companies Strikes Again

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