Confessions of a Frustrated Fund Manager
NOTE: Every week or two I write a Client Note for my clients. I post most but not all of the notes to my blog but with a time delay usually between 1 day and 1 week. To receive the…
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Why This Bull Market Could Be On Its Last Legs
Yesterday, the Federal Reserve decided to keep the federal funds rate at 0.25%-0.50%. Since then, markets have soared as investors celebrate the continuation of easy money. However, the Fed also fairly clearly telegraphed a rate rise on December 14th. In…
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Some Caveats On The Retail Recession
NOTE: Every week or two I wrote a Client Note for my clients. I post most but not all of the notes to my blog but with a time delay usually between 1 day and 1 week. To receive the…
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Retail Recession
NOTE: Every week or two I wrote a Client Note for my clients. I post most but not all of the notes to my blog but with a time delay usually between 1 day and 1 week. To receive the…
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Living On Borrowed Time
NOTE: Every week or two I wrote a Client Note for my clients. I post most but not all of the notes to my blog but with a time delay usually between 1 day and 1 week. To receive the…
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This Is How It Begins
NOTE: Every week or two I wrote a Client Note for my clients. I post most but not all of the notes to my blog but with a time delay usually between 1 day and 1 week. To receive the…
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Bad Breadth
NOTE: Every week or two I wrote a Client Note for my clients. I post most but not all of the notes to my blog but with a time delay usually between 1 day and 1 week. To receive the…
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Some Things To Worry About
NOTE: Every week or two I wrote a Client Note for my clients. I post most but not all of the notes to my blog but with a time delay usually between 1 day and 1 week. To receive the…
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Keeping It Simple In 2015
NOTE: Every week or two I wrote a Client Note for my clients. I post most but not all of the notes to my blog but with a time delay usually between 1 day and 1 week. To receive the…
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Riding The Bull
NOTE: Every week or two I wrote a Client Note for my clients. I post most but not all of the notes to my blog but with a time delay usually between 1 day and 1 week. To receive the…