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Trump 2.0 and the Financial Markets
Donald Trump's win and the Republican sweep of the House (probably) and the Senate (certainly) is consistent with…
Geopolitics
14 posts
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Market Call: Sweep Stakes
We still think that gridlock would be the most bullish outcome of the November 5 presidential and congressional elections, making…
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Geopolitical Hot Spots
With the Fed in easing mode and US economic growth remaining resilient and even robust, we are still wondering what…
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Stock Market Flinches On Widening Middle East War
Stock prices and bond yields dipped while oil prices jumped this morning. In Washington, a senior White House official said…
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A Safe Haven In A World Of Troubles
The US is a tranquil island in a sea of troubles. Geopolitical turmoil poses a threat to the continued prosperity…
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Geopolitical Risks Abound
The world is getting more dangerous. That doesn't seem to be having any impact on the US stock…
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Powell Says Economy Is Normalizing & September Rate Cut Is On The Table
The Federal Open Market Committee (FOMC) left the federal funds rate (FFR) unchanged between 5.25%-5.50% at today&…
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Is The Bull Market Broadening Or Rotating?
Many investors are wondering if the recent outperformance of the S&P 400 and the S&P 600…
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Market Call: $100 Oil, $3000 Gold?
Will the current decade turn out to be like the 1920s, 1970s, or 1990s? We are still assigning subjective probabilities…
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Loose Houthis Can Sink Ships
Chevron CEO Michael Wirth warned yesterday in a CNBC interview that the Red Sea crisis could disrupt oil supplies and…
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There's Always Something To Worry About
The stock and bond markets are marking time. They might continue to do so during the first half of this…
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Is Everybody (Too) Happy?
Everybody in the stock market (at least everybody with long positions, which includes most investors) has been happy since the…
