Despite the relative attractiveness of U.S. equities to almost every other market in the world, I think it is safe to say that the for the moment, the S&P 500 lacks leadership. So far in …
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Alibaba (BABA) was by far the biggest single stock story of 2014, at one point rising 75% from its $68 ipo price, sucking out, at its November highs, $300 billion from other equity investments. So …
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With all the hullabaloo in the last month about TAPERING, the new big, bad, dirty word, a very important historical consideration has been lost in the debate. Tapering is the positive, optimistic scenario. It’s a …
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Chatter about the bond market has been reduced to a hush recently, as bonds have hardly moved for most of 2013. But the Treasury bond market is the largest financial market in the world outside …
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