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#MacroView: Powell Changes The Rules On QE.
The markets took a tumble to start this week as rising interest rates and inflationary pressures...
#WhatYouMissed On RIA This Week: 2-26-21
Here is what you might have missed from the RIA Crew last week. A compilation of our best blogs,...
Pigs Get Slaughtered & The Need For Discipline
A funny thing about bull markets is that investors develop a very short memory about the previous...
Outliers: Four Ways They Can Change Our Lives (Part 1)
The pesky outliers of statistical probabilities are situated at the far reaches of normality. When...
#MacroView: Rising Wages A Threat To Corporate Earnings
More debt equals less growth. In October, I discussed the "2nd Derivative Effect" and the ongoing...
Will “Go Crazy” Drive The Bear Out Of Hibernation?
For a market riding high on the back of excessive monetary policy, a "go crazy" situation might...
Technically Speaking: Blowing Up The “Everything Bubble”
The problem facing the Fed is a sharp rise in interest rates, due to spiking inflation from the...
The Only Reason To Be “Bearish” Is “No One Is Bearish”
A recent Bank of American fund manager survey found that the majority of investors believe there is...
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