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Tues@11



Anticipating the anticipations of others
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Squeeze Play
In baseball there is no play quite as exciting as the suicide squeeze. A runner on third is given the steal sign, and in a do-or-die...


Rotation Nation
Yesterday's talking head topic-du-jour was the 'rotation' that took hold of the U.S. market last week. The long suffering 'Value'...


The New New Normal
The job of the Fed - to return monetary policy to normal - just got harder. As the Q2 earnings parade rolls out and strong second...


Sifting Trough the Ashes
The sharp and short reaction to escalating trade war threats has put the market on the back foot yet again. In another of the mini-panic...


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...
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