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Something is Broken
Now, I’m not necessarily predicting an imminent meltdown. These market signals are part of a broader mosaic – including geopolitical and biophysical issues – that is emerging. But something is definitely broken.
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HY and Intermediate Treasuries Are Attractive
Weekly: Key soundbites and insights from Wall Street strategists and economists.
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Sentiment is So Negative It’s Bullish. Yet Rate Cycle is Bearish.
Confused yet? If you have a full time job (or life) you might not be able to watch the markets close enough to anticipate shifts and ruminate over conflicting information.
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Jeff Gundlach’s Presentation at Jim Grant’s Fall Conference
Plus what we’re hearing from investment strategists around the world
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How Treasuries Could Return 74.7%
Mortgage rates hit 8% and stocks are getting downgraded. A deteriorating economy could be a boon for bonds.
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The Approaching Energy Shock
Energy = food. Energy = money. Energy = life.
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US Government is Going Broke
Deficit spending out of control
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World Events Leading to WW3
Prepare for a multi-front global war
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War: What the Market is Predicting
Weekly macro soundbites from strategists and economists from across the world.
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What the yield curve is saying now vs 6mths ago
7 charts to get you up to speed fast
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Israel, Yield Spike, Canada and US Goldilocks Scenario
Strategist soundbites on the market, economic and geopolitical issues affecting investors
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7 Charts: Yield Spike, Bonds Hammered
3-minute mid week update