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Seeking Alpha
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Was That THE Bottom?
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Is Larger Better With Hedge Funds?
on Jul 16, 2008
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China: Chickens Coming Home to Roost?
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Oil Price: $100 Before $150 - But $200 Before $50
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The 'Idiot's Market Neutral Fund' - Midyear Update
on Jul 08, 2008
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A Demographic Headwind for the U.S. Dollar
on Jul 03, 2008
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Where Is the Fear in the Markets?
on Jun 30, 2008
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Stay Long the Commodity Inflation Trade
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The (Non) Crash of 2008
on Jun 20, 2008
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The Hedge Fund Shakeout Continues
on Jun 18, 2008
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Timing the Rise of the Phoenix (and Markets)
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Another Bullish Argument for Commodities: Demographics
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Miller and Heebner: A Study in Contrasting Investment Styles
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Short Term Warning for Gold Bugs
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Waiting for the Rise of the Phoenix
on May 30, 2008
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Overbought Oil Doesn't Mean Excessive Commodity Speculation
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A Warning for Tech
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A Sideways Market For the Next Decade?
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Where Does Oil Go from Here?
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Keep On Watching for Signs of a Market Bottom
on Apr 30, 2008
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A Reprieve for Hedge Funds - But Challenges Remain
on Apr 25, 2008
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China: Inhibited Growth, But Too Early To Short
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Commodities: Storm Clouds Starting to Lift
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Airline Industry Remains in Denial over Looming Pilot Shortage
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Smart Funds Stay Underweight Financials
on Apr 10, 2008
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Warning to Airlines: Flight Instructor Shortage Could Create Long-Term Problems
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How Cheap Are Gold Stocks Relative to Bullion?
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Smart Funds Still On the Defensive
on Mar 20, 2008
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A Warning for U.S. Dollar Bears and Commodity Bulls
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Yen Carry Trade Hits a Critical Juncture
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Value Investing Opportunities That Could Make the Stomach Turn
on Mar 03, 2008
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Still More Upside Potential in the Oil and Natural Gas Trade
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