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Markets

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Have Stocks Put In 'No-QE' Top?

Aug 30, 2012 at 18:50

Are We Calling A Top? Absolutely not, but we have seen enough to make some fairly significant changes to our client portfolios.

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Reader Questions On Hyperinflation; Would Printing $50 Trillion Tomorrow Do Anything?

Aug 30, 2012 at 18:48

Those calling for hyperinflation are extremely misguided. It is not going to happen in any timeframe worth discussing.

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Home Depot Inc: Stock Research Analysis

Aug 30, 2012 at 12:12

With Tropical Storm Isaac still wreaking havoc on the United States, we thought we would analyze the world's' largest home improvement specialty retailer, Home Depot, Inc (HD), through the lens…

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The Fed's Radical QE Policy is on the Chopping Block

Aug 30, 2012 at 11:43

Politicians running for the US Presidency, and their surrogates, are fond of saying "that this election is the most important of our lifetime." They invoke this cliché so reflexively and…

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Watch Bolivia For Developments On the Country Risk Front

Aug 30, 2012 at 10:45

Why read: Because country risk is increasingly important, and because the Bolivian Government has been very proactive, particularly of late, in its interactions with the Bolivian Mining Industry.

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The Real Cause of High Oil Prices - An Interview with James Hamilton

Aug 30, 2012 at 10:19

Nowadays the energy picture is confusing at best as the more information we are shown the more blurred our vision seems to become. Mixed messages, poor reporting and a media…

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When Is Fractional-Reserve Banking Inflationary?

Aug 30, 2012 at 08:41

The takeaway here is that fractional-reserve banking is not inflationary per se. Fractional-reserve banking is inflationary when combined with central banks with unconstrained fiat money powers. The real culprit in…

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U.S. Vice-Presidential Candidate Paul Ryan at Tampa Republican Convention

Aug 30, 2012 at 08:33

You may have watched and listened to Paul Ryan speak last evening at the Republican Party Convention. My comments:

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What Do Small Caps and Semiconductors Think They See?

Aug 30, 2012 at 08:21

The general Small Cap and the Semiconductor sectors are considered speculative leaders to the broad US stock market. In painting bullish chart potentials, what do they think they see?

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SPX: Follow Up of the Short Term EWP

Aug 30, 2012 at 06:29

CPCE is hitting the upper Bollinger band; hence odds are large for a move up by eod. (I am not saying that the tight trading range will be broken)