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The Problem With Modern Monetary Theory

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Modern monetary theory has been…

Is The Bull Market On Its Last Legs?

Is The Bull Market On Its Last Legs?

This aging bull market may…

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No Endgame Except for Sand Spring

If there is one historical analog pattern that may match our view of U.S. equities the best, it is the period between early 1947 to mid-1949. This was a slow slog to new lows in post-War America, but with some sharp intermediate rallies along the way. In 2012-2014, it should be a similar slog to new lows as revolts and protests continue to materialize globally against perceived economic wealth inequalities. There will be a change of sentiment for the better after March 1, 2012 and then again after November 17, 2012, but similar to the three years below of 1947 to 1949, 2012-2014 should represent overall a slow step-and-stumble lower. Only look for a victory celebration of some sort by the market between the latter half of 2014 to September 2015.

No Endgame Except for Sand Spring

 

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