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EconBlog Review

In Equity, Veritas

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EconBlog Review | econblogreview.blogspot.com Reviews
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In Equity, Veritas
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5 labels deflation
6 labels bonds
7 nuveen
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EconBlog Review | econblogreview.blogspot.com Reviews

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In Equity, Veritas

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econblogreview.blogspot.com econblogreview.blogspot.com
1

EconBlog Review: A Regional Fed Head Hints at Taking the Punch Bowl Away

http://econblogreview.blogspot.com/2013/04/a-regional-fed-head-hints-at-taking.html

In Equity, Veritas. Wednesday, April 3, 2013. A Regional Fed Head Hints at Taking the Punch Bowl Away. Forget Cyprus. The best sign that the current stock rally is in trouble came from SF Fed president John Williams today ( LINK. Subscribe to: Post Comments (Atom). Zero hedge - on a long enough timeline, the survival rate for everyone drops to zero. A History Of Manufactured Regime Change And Civil Unrest: Is America Next? In The News Today. Gold Daily and Silver Weekly Markets - Winding Roads. Are Bonds...

2

EconBlog Review: NFIB Reports Disappointing March Survey Results

http://econblogreview.blogspot.com/2013/04/nfib-reports-disappointing-march-survey.html

In Equity, Veritas. Tuesday, April 9, 2013. NFIB Reports Disappointing March Survey Results. From the NFIB report today on small business ( LINK. And earnings trends (3-month average):. And the overall picture:. Starting from a lower baseline than the 2001-3 recessionary/depressed time, the 2008-9 very depressed period now shows a 4-year post-recession period that continues to look similar to the 2003-7 period. Thus, the current interest rate structure has justification from what small businesses are exp...

3

EconBlog Review: March 2013

http://econblogreview.blogspot.com/2013_03_01_archive.html

In Equity, Veritas. Tuesday, March 26, 2013. Even the Bears Are Bullish Now. With Jeremy Grantham's valuation models suggesting that the average large cap and the average small cap US stock will underperform an A-rated 7-year non-callable tax-exempt bond, it strikes yours truly as the sign of a top or at least topping process when even the bears are bullish. Here is a compendium:. So- stay in is the message, or at least buy the dip. ( LINK. It's called The Benefits of Chronic Deflation. Richard Russell, ...

4

EconBlog Review: More Bubble Activity- Synthetic CDOs Are B"AAA"ck

http://econblogreview.blogspot.com/2013/03/more-bubble-activity-synthetic-cdos-are.html

In Equity, Veritas. Monday, March 25, 2013. More Bubble Activity- Synthetic CDOs Are B"AAA"ck. Only they are not rated AAA anymore. They don't get ratings, that's the lesson learned from the last decade. If you don't rate them, you will still find buyers. BBG explains in Synthetic CDOs Making Comeback as Yields Juiced. 8220;That’s a valid strategy for this part of the credit cycle: Don’t stretch on credit quality. But rather leverage your exposure to better-quality credit,” Ashish Shah. Unlike many of th...

5

EconBlog Review: More Stress in Global Markets As Interest Rates and Copper Continue to Break Down

http://econblogreview.blogspot.com/2013/04/more-stress-in-global-markets-as.html

In Equity, Veritas. Monday, April 1, 2013. More Stress in Global Markets As Interest Rates and Copper Continue to Break Down. In any case, as we begin to move away from the crisis events of 2008 and their aftermath, a lot is similar to the ending of The Great Gatsby. Dr Copper is breaking support, Treasuries and gold are well-bid, but Treasuries are better-bid than gold. These are signs of a deflationary bust. Eventually, the Asian contagion came to America. Why should this time be different? This enviro...

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In Equity, Veritas. Wednesday, May 22, 2013. Dash from Cash to Trash a Mistake? Gold shorts smell blood per BBG. Close to home, lumber has rapidly entered a bear market. This too is deflationary. Bond prices have dropped, raising costs for businesses and individuals alike. The dash from cash into trash may soon prove misplaced. Sooner rather than later, all hail the long bond and King Dollar? Links to this post. Thursday, May 16, 2013. There's been a hiatus in posting due to a combo of travel and problem...

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