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Tactical Update/Macro Themes
Some say that history repeats itself. Can Ben Bernanke draw some insight into policy by looking back at an 18th century financial crisis in Amsterdam? I would say, yes, I hope so, isn’t that his...
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Tactical Update
This “recovery” is in its 4th year. Unfortunately, we have yet to see robust growth in employment or incomes. The recovery continues to be about low interest rates and abundant liquidity. Cheap...
View ArticleClik here to view.
Japanese Banks
Japanese bank stocks surged over 50% from December 2012 through the first half of 2013. Since, they have been in what one might call a consolidation phase. The initial surge coincided with...
View ArticleClik here to view.
Tactical Update/Macro Themes
Some say that history repeats itself. Can Ben Bernanke draw some insight into policy by looking back at an 18th century financial crisis in Amsterdam? I would say, yes, I hope so, isn’t that his...
View ArticleClik here to view.
Tactical Update
This “recovery” is in its 4th year. Unfortunately, we have yet to see robust growth in employment or incomes. The recovery continues to be about low interest rates and abundant liquidity. Cheap...
View ArticleClik here to view.
Japanese Banks
Japanese bank stocks surged over 50% from December 2012 through the first half of 2013. Since, they have been in what one might call a consolidation phase. The initial surge coincided with...
View Article
