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Ronan Keenan

 
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  • Growing Pains For China's Financial System
    Wed, Mar. 19 FXI, PGJ, GXC 5 Comments

    Summary

    • Recent corporate bond default in China is not cause for concern.
    • Chinese leadership is allowing greater impact for market forces as it moves to more open financial system.
    • This is in-line with its plans to create a more stable economic model.
    • There will be more defaults ahead, but this is an expected part of the "opening up" process.
  • Does The Keystone XL Pipeline Still Matter?
    Tue, Mar. 4 VLO, XOM, TRP 17 Comments
  • Stocks At New Highs, But Keep The Champagne On Ice
    Fri, Feb. 28 SPY 8 Comments
  • Weather-Impact Narrative Getting Confusing
    Tue, Feb. 25 XHB, ITB, XLI Comment!