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Markets

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'A' for Conduct. 'F' for Guts

May 31, 2013 at 14:31

"You are lucky, if I may say so, that I'm the one who's standing here and not the ghost of Sen. Carter Glass. One hesitates to speak for the dead,…

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1994 Scenario: Market's Worst Nightmare

May 31, 2013 at 13:00

In recent weeks, interest rates have moved significantly higher. Rising interest rates are typically a good sign for the economy and stocks, but one of the exceptions is when interest…

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Civil Nuclear Energy Renaissance Restart

May 31, 2013 at 12:40

Concerns about climate change, carbon footprints, energy security and the rising cost of fossil fuels spurred a revival of interest in nuclear power generation. In early 2010 we saw the…

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The Silent Killer of Every Bull and Bear Market

May 31, 2013 at 12:30

Stocks have reached record levels thanks in large part to a coordinated central bank stimulus. The current financial market-led recovery is unlike previous recoveries in that the economy, unlike the…

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The Great Reflation

May 31, 2013 at 11:36

This week economists, investors and politicians were treated to some of the "best" home price data since the frothy days of 2006 when home loans were given out like cotton…

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Copper-SPX Disconnect

May 31, 2013 at 10:22

Anybody halfway attuned to the markets knows that copper has been a 21st-century rock star. No longer just a boring industrial metal, copper is a flamboyant asset that has made…

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What Institutional Investors Are Doing Now

May 31, 2013 at 09:07

It is Friday, and I decided to make this a free member courtesy day. That means we will show one of our 36+ daily charts, and the chart today is…

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EUR/USD: The Decline Might Be Over

May 31, 2013 at 08:50

In the coming months, EURUSD could rebound to 1.32 and eventually to 1.36, if the level of 1.3270 is overcome.

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Is the US Treasury Bond Market Turning?

May 31, 2013 at 07:21

Perhaps the biggest macroeconomic event to watch for is the potential that the US Treasury bond market is turning south -- and that bond yields will rise significantly.

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Intellectual Dishonesty and Insanity on Steroids

May 31, 2013 at 06:43

No, Paul, we do not fear Keynesianism or Monetarism will work, because theory and practice alike say neither will work. If they did work, Japan would not be a basket…