Monthly Archives: April 2015

Bubbleicious: Don’t Get Too Comfortable In This “New Era” of Negative Bond Yields

Bottom Line: Bond yields may stay absurdly low for quite a while longer, but eventually sanity will prevail and bond bulls will get killed. Don’t let Europe’s negative yields, and their spillover into the U.S., cloud your thinking about the … Continue reading

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S&P Is Not GDP: Why Profits Fall While GDP Is Growing

The media, and many of the econo-pundits they interview, are befuddled by the current profit picture. Why, they wonder, will Q1 profits decline materially while the economy continues to grow? They get that energy earnings have collapsed, but isn’t there … Continue reading

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Get Set for Grexit

Investors should prepare for Greece to leave the Eurozone—not a disaster but likely to cause significant volatility, especially for U.S. and European financial stocks. George Soros, who has made billions betting on currency market ructions, believes there is a 50% … Continue reading

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