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Tues@11



Anticipating the anticipations of others
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Whistling Past the Graveyard
After last week's hawkish Fed kept the U.S. dollar rally going, one can be excused for thinking the bull market is intact. Despite the...


Swimming Naked
A favourite Buffet-ism is the one about bear markets - "you only find out who's swimming naked when the tide goes out". It twins with the...


Pat's Peloton
This week I'm taking the opportunity provided by my blog to ask you for support in my efforts to raise funds for the MS Society. But...


Haven Can Wait
Last week's feel-good market - with its narrative centred on the perpetual beta chase in tech and self-fulfilling bets on oil - is now a...


Spec-tacular
Yogi Berra, a colourful figure from baseball's past, was a better than average ball player. He also happened to be on great teams, the...


Pipe Dream
Al Monaco, CEO of Enbridge, isn't related to Prince Albert II, of Monaco. But brothers from a different mother... Both have been running...


King Dollar
Somewhere, Larry Kudlow must be smiling. King Dollar has returned. The U.S. dollar rally is throwing the accepted inflation narrative...


Line in the Sand
As if on cue, the bond market responded to my pleas for a rising rate environment. The weakening data over the last few months, combined...


Anti-Social Media
Silicon Valley's resident fratboy, Mark Zuckerberg, will shortly be roasted over the Congressional coals. Donald Trump's personal lawyer,...


Skyfall
The defunct Chinese space station, Tiangong, is set to fall to earth this weekend. The problem is, we just don't know where. This event...
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