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David Houle

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  • Sometimes It Is Better To Be Lucky Than Good
    on Fri, Jan. 24 ACWI, DBC, GLD 9 Comments
  • Nuclear Politics
    on Oct. 16, 2013 BIL, KBE, MINT Comment!
  • The Chinese Chicken, European Bounce And Housing Hiccup
    on Aug. 14, 2013 AGG, EWG, EWI Comment!
  • The American Dream Of Renting
    on Aug. 14, 2013 C, ITB, JPM 38 Comments
  • Why The Participation Rate Is More Important Than You Might Think
    on Jun. 5, 2013 19 Comments
  • You Can Bet On Gold Glittering Again
    on Apr. 16, 2013 GTU, IAU, GLD 37 Comments
  • What's With The Divergence In Emerging Markets?
    on Mar. 23, 2013 MCHI, FXI, GXC 17 Comments
  • Where Have All The Workers Gone?
    on Mar. 13, 2013 ACWI, DBC, HYG 13 Comments
  • Earnings And Multiples: Headwinds Or Tailwinds For The Market?
    on Dec. 11, 2012 AMD, DD, DOW 5 Comments
  • Why Valuation Matters
    on Dec. 5, 2012 SPY 8 Comments
  • Fiscal Cliff Diving
    on Nov. 7, 2012 ACWI, SPY, UCI 1 Comment
  • China's Performance Gap... Open Wide
    on Oct. 10, 2012 CAF, GXC, FXI 2 Comments
  • The Definition Of A Bad Economist
    on Aug. 22, 2012 EEM, SPY 6 Comments
  • Will The ECB Go For Gold?
    on Aug. 1, 2012 ACWI, CAF, FXI 5 Comments
  • Babe Ruth And Trend Following
    on Jul. 24, 2012 GTAA, TRND, WDTI 2 Comments