I’m struggling to find a different way to say the same thing again… Ah, the hell with it. The 10-12 month cycle projection is...
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Forget inflation: Is deflation the real threat?
By John Waggoner, USA TODAY
Updated 17h 35m ago Comments
But a growing number of economists and money managers are starting to worry about the opposite of inflation: deflation, a period of falling price...
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Hey, Young Turks on trading desks, up-and-coming money managers and Wall Street stock jockeys: You want the truth about the global markets today? ...
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Money managers are more bullish on global stocks this month than at any time in the past decade, according to a BofA Merrill Lynch Global Research survey.
A net 67 percent of respondents, who together manage $569 billion, had an “overweight” pos...
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2010 Year in Review:
Fugly Gives Way to Muddling
David B. Collum
Professor of Chemistry and Chemical Biology
Cornell University
dbc6@cornell.edu
Background
Every December I write a Year in Review. Last year's was entitled, 30 Years of Investing...
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http://blogs.decisionpoint.com/chart_spotlight/2010/12/sentiment-is-very-
bullish.html
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"While high levels of bullish sentiment among advisors, investors, and money managers usually occur at market tops, market tops do not always...
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Bloomberg did a hit piece on Roubini today by one Whitney Kisling. The article also praised Laszlo Birinyi for getting the 1990s right, and quoted one money manager as saying we should only listen to money managers, and not analysts. As if those money managers aren’t publicly talking their book, using the media as...
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There are 2 points I’d like to make about today’s economic data. The Bureau of Labor BS released the official unemployment rate this morning. It was 7.6%, which is bad enough. The first point I want to make is that what they don’t emphasize is that the real unemployment rate is 15.4%. This rate...
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The Treasury is throwing $10 billion in new supply on the market this week, sucking cash out of other sectors. $10 billion is not a lot by recent standards, especially including this October when they were pounding the market with $100 to $200 billion per week in new supply. We know what that caused...
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