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Weekly Market Pulse: Paging George Katona
Consumer sentiment hit a decade low last month, falling 6 points from an already low level. The culprit? Inflation, which we learned last week hit a 3 decade high in October. And if the founder of the...
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Weekly Market Pulse: Time To Get Contrarian?
Remember, your goal in investing isn’t to earn average returns; you want to do better than average. Thus your thinking has to be better than that of others – both more powerful and at a higher level....
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China Then Europe Then…
This is the difference, though in the end it only amounts to a matter of timing. When pressed (very modestly) on the slow pace of the ECB’s “inflation” “fighting” (theater) campaign, its President,...
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Shipping Around Retail ‘Inflation’
This whole “inflation” scenario isn’t really that difficult to piece together, effect from cause. Sure, Jay Powell’s trying to nuke it by hiking the federal funds rate, but no one really uses fed...
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Weekly Market Pulse: No One Said This Was Easy
Be fearful when others are greedy and greedy when others are fearful. Warren Buffett People are always asking me where’s the outlook good, but that’s the wrong question. The right question is: Where is...
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Eurodollar Futures Interpretation Is Everywhere
Consumer confidence in Germany never really picked up all that much last year. Conflating CPIs with economic condition, this divergence proved too big of a mystery. When the German GfK, for example,...
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Weekly Market Pulse: There Is No Certainty In Investing
Investors crave certainty. They want to know that there are definitive signals for them to follow as they adjust their investments to fit the current market and economy. They want to know that A leads...
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Weekly Market Pulse: Where’s That Correction?
A few weeks ago, it appeared to me that stocks were starting a correction. I was clearly wrong about that as the S&P 500 and NASDAQ have moved higher since then and the rally has broadened out. And...
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Weekly Market Pulse: Patience Is A Virtue
Most strategic asset allocation strategies have produced negative returns over the last two years. A 60/40 allocation of Vanguard Total Stock and Vanguard Total Bond is down over 6%. John Bogle’s...
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Macro: Consumer Sentiment
The consumer is pessimistic relative to history. There was a down tick from last month. We don’t know if the down tick means anything. The same thing happened in May and the consumer became more...
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