Investors are paying a massive premium for stocks that have stable earnings growth & are perceived as safer investments (low vol). Returns are usually poor when crowding is this extreme.

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Boston Fed Rosengren Sees Just 1.7% Growth for the Second Half

Boston Federal Reserve President Eric Rosengren thinks the U.S. economy is on track for GDP growth of just 1.7% in the second half of 2019.

Friday’s Jobs Report ‘Leaves Fed Hostage to Market,’ Says Deutsche Bank

The Fed should instead attempt to tamp down rate-cut expectations for its December meeting rather than opting not to cut rates for a third time in as many meetings in late October.


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