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connecting.the.dots | finance, macro, trout ice cream etc.finance, macro, trout ice cream etc. (by Riley Clubb)
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finance, macro, trout ice cream etc. (by Riley Clubb)
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connecting.the.dots | finance, macro, trout ice cream etc. | clubbrb.wordpress.com Reviews
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finance, macro, trout ice cream etc. (by Riley Clubb)
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connecting.the.dots
https://clubbrb.wordpress.com/2015/05/27/682
Finance, macro, trout ice cream etc. May 27, 2015. When the big expected thing happens, whenever that is,. It will be fully expected. The new thing to look out for is what they do to the portfolio. Can Your Portfolio Survive Rising Interest Rates? In case you needed a reminder. A Tax Deal That Fixes U.S. Roads? GDPNow At 0.8%. How Grand Theft Auto Explains Productivity Slowdown Mirage. Not Going To Jackson Hole. Janus Global Unconstrained Is Down 3% On The Short Of A Lifetime. Next Post →. You are commen...
connecting.the.dots | finance, macro, trout ice cream etc. | Page 2
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Finance, macro, trout ice cream etc. May 8, 2015. May 8, 2015. Data Dependency Feels Bad, And Then It Feels Good, And Then It Feels Bad, And…. This week’s sell off might have been because too many investors believed bond yields would only go down;. Crowded positioning left the market vulnerable. To small shifts in sentiment. Interesting to consider that when fears about a eurozone break-up rise, German yields generally fall; therefore, higher yields = less worry about Greece? Following a 85,000 gain in M...
connecting.the.dots
https://clubbrb.wordpress.com/2015/05/26/679
Finance, macro, trout ice cream etc. May 26, 2015. This Time Is Different (Duh). Secular stagnation largely rests on two different stories: First, that. We will be making fewer babies forever. Those babies will be crazy un-productive and never raise a cybernetic finger. The Financial Times’ list of five drags on productivity. Is The big innovations have already happened. Which, of course, is. Times…the big innovations have already happened. But this will change — will it? Cheap is like, so 2013. Through ...
connecting.the.dots
https://clubbrb.wordpress.com/2015/05/20/673
Finance, macro, trout ice cream etc. May 20, 2015. Bank stocks are making a comeback. You guys: with yields expected to keep climbing as the economy improves and as the Fed begins to embark on a multi-year process of policy normalization, the environment for bank stocks is brightening. You’re probably sitting there thinking sure, fine — But what inning? We’re only in the fourth inning of credit demand, says banker. Nice. Meanwhile,. Foreign exchange rigging is $5.6 billion under the bridge. The decline o...
connecting.the.dots
https://clubbrb.wordpress.com/2015/05/29/688
Finance, macro, trout ice cream etc. May 29, 2015. This is the last time I will ever connect the dots.*. Connecting.the.dots began as a news filter for my supervisors at work. Basically, my job was to sift through the junk and pick out the important stuff. This was a bit daunting for a guy still struggling to explain the difference between stocks and bonds. Like something…the stories were developing. And then something funny happened: I started resenting the connection of the dots. Thinking, Fast And Slow.
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connecting.the.dots | finance, macro, trout ice cream etc.
Finance, macro, trout ice cream etc. May 29, 2015. This is the last time I will ever connect the dots.*. Connecting.the.dots began as a news filter for my supervisors at work. Basically, my job was to sift through the junk and pick out the important stuff. This was a bit daunting for a guy still struggling to explain the difference between stocks and bonds. Like something…the stories were developing. And then something funny happened: I started resenting the connection of the dots. Thinking, Fast And Slow.
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