Monthly Archives: December 2017

The Year In Review

An incredible year in the markets. Here’s a quick snapshot: Fixed-income – The high yielders significantly outperformed; – Greece 10-year yield down 300 bps in 2017; – China 10-year moved 85 bps higher to around 4 percent; – The U.S. … Continue reading

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Happy New Year!

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Sector ETF Performance – December 29

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Global Risk Monitor – December 29

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QOTD: One Consequence Of Fake News & A Big One

Denying an existential threat threatens our existence. – The Guardian   “Fake news” has never really meant “This is a lie.” It’s tribal signaling. It means, “I give you permission to ignore this fact that’s not good for our team.” … Continue reading

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FT Forecasts 2018: Fastest global growth since the crisis

The FT’s chief economics commentator Martin Wolf predicts that next year will see the fastest global economic growth since before the financial crisis. Unemployment will fall and productivity will likely pick up before signs of overheating emerge, forcing a potential … Continue reading

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Merry Christmas To All!

Great Christmas song by The Killers with a gospel narrative – disappointment,  rejection and redemption.   Merry Christmas, folks, thanks for tuning in this year.    

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QOTD: Shirley On Santa

“I stopped believing in Santa Claus when I was six. Mother took me to see him in a department store and he asked for my autograph.”  ~Shirley Temple

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More Stats Of The Year

Probabilty based policy making to “keep America safe” or just good bad old fear mongering?  You decide. Here’s to hoping America works out its priorities in 2018.

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Real Interest Rates Not So Real – BIS

The Bank of International Settlements (BIS) is out with a very interesting piece, Why so low for so long? A long-term view of real interest rates?, by Claudio Borio, Piti Disyatat, Mikael Juselius and Phurichai Rungcharoenkitkul. The basic premise is … Continue reading

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