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I have been wrong at least as many times as I have been right when it comes to predicting the stock market… but I think this is interesting and hard … Read more
via marketwatch: U.S. stocks continue to rally in the face of steadily falling earnings estimates, leading some market commentators to draw comparisons to 2016, when equity markets rose amid a corporate earnings … Read more
The Fed is going to do what they’ve always done. Maintain a position like they’re fully aware of what’s happening. The economy starts to sink and they begin to react…slowly. … Read more
by Graham Summers of Gains, Pains, & Capital Yesterday’s note caught a lot of attention. In it, we argued that investing in stocks today based on the Fed getting dovish is like buying … Read more
S&P 500… The massive recovery has been fully driven by dovish central banks, despite unexciting earnings and guidance. pic.twitter.com/laRBMWxj9g — Daniel Lacalle (@dlacalle_IA) February 5, 2019 The whole problem in … Read more