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GOLDMAN: It's Time To Position For A Big Upward Move In The Euro
For the past few months, Goldman Sachs has had a problematic trade on its hands.On October 22, 2012, the bank's currency strategists recommended clients go long the euro against the Canadian dollar....
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The US Deficit Almost Completely Disappeared In December
The U.S. December budget deficit was just $260 million. This is according to the latest Monthly Treasury Statement from the Financial Management Service.Economists were forecasting a deficit of closer...
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Lakshman Achuthan's Imaginary Recession Is Now In Its Seventh Month
The Weekly Leading Index (WLI) of the Economic Cycle Research Institute (ECRI) rose in the latest public data. It is now at 128.3 versus the previous week's 126.6 (which is an upward revision from...
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MORGAN STANLEY: 'There's A Storm Coming' In The TIPS Market
Morgan Stanley interest rate strategist Anton Heese's latest note to clients comes with an ominous warning in its title: "There's a Storm Coming."Heese is referring to the market for Treasury Inflation...
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If The Republicans Seriously Threaten To Default, They Will Surrender Any...
Nobel Prize-winning economist Paul Krugmanaddresses the debt-ceiling standoff and "trillion-dollar coin" squarely in his New York Times column today.Krugman makes a number of key points that are often...
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Another Looming Port Strike Will Probably Cause Imports To Spike This Month
Dockworkers at East Coast and Gulf Coast ports are threatening to go on strike again, which is making retailers very, very nervous.So much so that they've started stocking up on inventory.The strike...
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The Art And Science Of Forecasting Recessions
This article is probably the most exhaustive and challenging piece I have written. It was worth the effort because understanding the business cycle is crucial to making great investment decisions. To...
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Here's The Full Letter Dems Sent Obama Urging Him To Get Around The Debt...
The top four Senate Democrats are urging President Barack Obama to "take any lawful steps" to work around the debt ceiling if Congressional Republicans refuse to raise the nation's borrowing limit.In a...
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ECRI's Imaginary Recession Is Now In Its 7th Month
The Weekly Leading Index (WLI) of the Economic Cycle Research Institute (ECRI) rose in the latest public data. It is now at 128.3 versus the previous week's 126.6 (which is an upward revision from...
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What It Was Like To Get Into A Fight With Late Billionaire Teddy Forstmann
Writer Rich Cohen had the pleasure and the frustration of being late billionaire investor Teddy Fortmann's shadow during his last days.In 2010 Cohen was contracted to ghostwrite Forstmann's biography,...
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FINANCIAL ADVISOR INSIGHTS: The January Indicator Doesn't Work (SPY, DIA)
FA Insights is a daily newsletter from Business Insider that delivers the top news and commentary for financial advisors.The First Five Days Of January Indicator Does Not Work (Barron's)Despite the...
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GARY SHILLING: Here Are 10 Ways To Invest In This 'Grand Disconnect'
The global investment environment continues to be dominated by deleveraging, according to famous economist Gary Shilling.He thinks we have at least another five years of deleveraging ahead of us, and...
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The Disastrous Consequences Of Not Raising The Debt Limit
As we face another brutal fight over the federal debt ceiling at a time when the economy still remains fragile, the stock market is oddly complacent. Even if the debt ceiling crisis is resolved, the...
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Japan's Latest Stimulus Could Create 600K Jobs
This week, Japan approved a ¥10.3 trillion fiscal stimulus package. That translates to around $116 billion dollars.And that's definitely going to have a material impact on growth.Here's Societe...
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Deutsche Bank's Federal Reserve 'Hawk-O-Meter'
The composition of the Federal Open Market Committee has been tweaked for the new year.But fans of loose monetary policy need not worry."The overall profile of voting members of the FOMC does not...
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Ben Bernanke's Fingerprint Is Clearly Present In The Current Rally
For the last four years the Federal Reserve has been actively engaged in supporting the stock market by suppressing interest rates to historically low levels, and injecting liquidity into the financial...
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It Looks Like Europe Is Going Off The Solar Energy Demand Cliff
Ever since the German government started subsidizing solar energy, demand for solar installations went up like clockwork, towards the end of each year.But recently released data from German regulators...
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Old People And Inflation Will Make Health Care Much More Expensive In America
Government spending on health care related programs is expected to nearly double as a share of GDP by 2035, according to a report by Deutsche Bank.And it isn't just because there are going to be way...
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Jeff Gundlach's Favorite Investment Book Of All Time
On Tuesday, bond god Jeff Gundlach unveiled his 2013 market outlook via a webcast.During the Q&A, Gundlach was asked for his favorite investment book of all time.Without hesitation, he said it was...
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Some Simple Accounting Can Give Us A Few Trillion Dollars Worth Of Debt...
Happy New Year to all.A lot of fanfare and hoopla about a non-existent debt ceiling has captured the imagination of the press, the Tea Party, and even the President. The United States of America is...
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