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on Nov 8, 2010 • 3 Comments
- Excerpted From Today's PFP Wealth Management Letter: The Return of Real Money
- Does the World Economy Have a Debt Wish?
- Sovereign Yields: Woe, To Be in England
- Led by Donkeys
- Tim Price's Highest Conviction Holding Has Lord Rothschild at Its Head
Happy New Fear, U.K. Style
on Jan 4, 2010 • 5 Comments
- Whose Default Is It Anyway?
- The Chronicle of an Economic Death Foretold
- Triumph of the Market Realists, Part II
- The Merits of an Economic Slowdown
- Dow 10,000: Show Me the (Real) Money
- Still Stuck in the Financial Crisis Woods
- Markets Aren't as Benign as They Look
What Baseball and the Stock Market Have in Common
on Aug 14, 2009 • 1 Comment
- A Stock Market Rally Does Not a Recovery Make
- When Will the Music Stop for Government Bonds?
- Too Many C(r)ooks in the Investment Kitchen
- Triumph of the Market Realists
- The Geeks Shall Not Inherit the Earth
- It's the Bond Market, Stupid
- Great Britain Repeats the Chaos of the 1970s
- Gentlemen Prefer Bonds
Slowdown in Economic Deterioration: Hardly a Recovery
on May 19, 2009 • 4 Comments
- A Bull Market That Few Are Buying
- Debt, Doubt, and Disease in the Markets
- Feel Like You've Been Cheated by the G20 Summit?
- A Low, Dishonest Decade Marches On
- What Leads to Market Bottoms?
- Japanese Lessons from the Markets
- Depression Avoided? Not Anymore
- Economics of Depression