Weekend Reading: Deja Vu

Written by Lance Roberts | Feb, 17, 2017

As discussed yesterday, the exuberance in the markets, as witnessed by the net positioning of large speculators, has reached records on both ends of the spectrum. Those extremes, combined with spiking…

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Fed Up – A Look Behind the Curtain

Written by Michael Lebowitz | Feb, 15, 2017

Danielle DiMartino Booth, a former Dallas Federal Reserve official, released a new book this week entitled Fed Up. The book, a first-person account of the inner-workings of the Federal Reserve…

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Technically Speaking: Riddle Me This

Written by Lance Roberts | Feb, 14, 2017

In this past weekend’s newsletter, I discussed my remembrances of the Riddler in the original Batman series and how he would pose riddles to the dynamic duo as they faced…

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Deep Thoughts From Howard Marks

Written by Lance Roberts | Feb, 13, 2017

One of my favorite investing legends is Oaktree Management’s, Howard Marks. His investing wisdom have been a major source of education over the years and his deep knowledge and understanding…

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Weekend Reading: Fed Up

Written by Lance Roberts | Feb, 10, 2017

As discussed yesterday, the markets have been quiet. Too quiet. That makes me worry as generally when volatility resurfaces it has not been kind to investors in the short-term. But…

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The Lowest Common Denominator

Written by Michael Lebowitz | Feb, 8, 2017

The Lowest Common Denominator: Debt At a recent investment conference, hedge fund billionaire Stanley Druckenmiller predicted that interest rates would continue rising. Specifically, he suggested that, consistent with the prospects…

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