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Well the narrative has finally changed. The fundamentals in all sectors across the planet have been horrible for years now, especially in the past few months, but last week seems to have been the time that the narrative has finally changed.
I think Ben Hunt's article on blue eye / green eye is relevant.
Also for DB: http://vignette2.wikia.nocookie.net/adventuretimewithfinnandjake/images/1/14/Boy-that-escalated-quickly.jpg/revision/latest?cb=20120922113943
Macro Afternoon
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The BOJ meeting came and went without any surprises this afternoon, easing
concerns for Japanese stocks while Chinese issues continue to lift higher
desp...
Friday: Personal Income and Outlays
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[image: Mortgage Rates] Note: Mortgage rates are from MortgageNewsDaily.com
and are for top tier scenarios.
Friday:
• At 8:30 AM ET, *Personal Income and O...
Scenario Analysis For Friday’s Trading Session
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The S&P is currently in a range between 4950 and 5250. After blowout
earnings from Google (GOOG/GOOGL) and excellent earnings from Microsoft
(MSFT) Thursda...
I promised a fresh start and something new
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Beginning of this year I posted that I had done my last performance review
and promised a fresh start – something new. Well it took a while to move my
idea...
Weekly Market Pulse: Situation Normal
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Is this normal? I haven't made any money in like two years. Question from a
recent acquaintance upon hearing what I do for a living Let's get this out
of t...
BIG PICTURE AGRICULTURE'S LATEST NEWS
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1. CLICK HERE to view my other site: Agriculture News Daily. 2. CLICK HERE
to view latest tweets from my favorite Ag-related news sources. 3. See news
lin...
A Slow Motion Slide
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We’ve had quite a weird week – Nasdaq kept selling off to the indifference
of the rest of the world. Nasdaq’s correction reached -11% off the ATH,
while ...
The Oil Refinery Crisis Will Worsen This Winter
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The Oil Refinery Crisis Will Worsen This Winter Tyler Durden Thu,
12/10/2020 - 20:20
*Authored by Julianne Geiger via OilPrice.com,*
It was only to be ex...
FINTS EVENING HIGHLIGHTS (15 Jun 2016)
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China’s total debts amounted to 168.5 trillion yuan ($25.6 trillion) at the
end of 2015, equivalent to 249 percent of gross domestic product, Li Yang
an in...
Responses to readers’ questions, and new forecasts
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[image: Vietnam account set-up]1. The question is: “I got a good run up in
ISJP and was stopped out yesterday-in at 14.23 in august 2012 and out
yesterday ...
Well the narrative has finally changed. The fundamentals in all sectors across the planet have been horrible for years now, especially in the past few months, but last week seems to have been the time that the narrative has finally changed.
ReplyDeleteI think Ben Hunt's article on blue eye / green eye is relevant.
http://www.salientpartners.com/epsilontheory/post/2014/05/25/When-Does-the-Story-Break
Also for DB: http://vignette2.wikia.nocookie.net/adventuretimewithfinnandjake/images/1/14/Boy-that-escalated-quickly.jpg/revision/latest?cb=20120922113943