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Wall Street Tells Clients To Sell Treasuries, But Its Own Holdings Are At A...
If one reads sellside research (especially that of Bank of America or Goldman), if one listens to comedy-finance fusion TV channels, or if one reads newspapers, one can't help but be left with the...
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BREMMER: There Was Only One Election That Mattered In 2012
Ian Bremmer, President of the Eurasia Group and renowned geopolitical risk analyst, argues that there was only one election in 2012 that really mattered.His Reuters article is aptly named, 'In a year...
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Unreliable Renewable Energy Is Forcing California To Hoard Even More Fossil...
An article from the L.A. Timesreveals that California's increasing use of solar panels and wind farms is accompanied by a disturbing Catch-22. On days when these energy sources are thwarted by the...
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We Have Never Seen Anything Like Bill Ackman's Dizzying Takedown Of Herbalife...
Activist investor Bill Ackman, the CEO of Pershing Square Capital Management, gave an epic presentation on his latest short — Herbalife. Ackman, who has an "enormous" short position, believes the...
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Goldman's Top Economist Reveals His Favorite Chart Of 2012
When we first ran our Most Important Charts Of 2012 feature earlier, we didn't have the top chart from Goldman's top economist Jan Hatzius.We've now put it in there, but given his importance and...
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BOEHNER DISASTER: VOTE DELAYED AFTER FAILURE TO GET ENOUGH SUPPORT FOR PLAN B
House Speaker John Boehner's "Plan B" bill was shelved temporarily tonight after he failed to get enough Republicans to support the measure, in what was a rather embarrassing setback for the Ohio...
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Here's The Real Reason Why Obama Won The Election
For all the talk about Team Obama’s amazing campaign machine, it sure didn’t hurt that the economy turned in a pretty solid performance in the the third quarter.The Commerce Department has upwardly...
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There's A Smart Way And A Dumb Way To Cut The Federal Debt
At last check, President Obama is offering $1.3 trillion in revenue increases and $930 billion in spending cuts, not including saved interest expense, in his fiscal cliff negotiations with House...
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DOW FUTURES PLUNGE AFTER FAILED VOTE
UPDATE (8:52PM ET):Futures are off of there lows. But they're still low.Dow futures are down 182 points, and S&P futures are down 19 points.Markets crumbled after House Speaker John Boehner...
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Tonight's Plan B Debacle Could Be Great News For A Deal... Or It Could Be A...
So here's the deal: John Boehner got utterly humiliated tonight, when he couldn't even get his own party to pass his "Plan B" deal that was always just a political statement with no chance of...
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CREDIT SUISSE: 13 Big Stories Will Move The Markets In 2013
Credit Suisse joins Goldman Sachs and Bank Of America Merrill Lynch in offering a list of investment themes for 2013."As we stand on the cusp of 2013, we offer 13 themes to help direct your investment...
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Markets Are Diving After Boehner's Fiscal Cliff Armageddon
The big story of the day: What does Washington DC do now, now that John Boehner's "Plan B" vote failed to pass the House.Markets are interpreting the situation as bad news on the Cliff front (which may...
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The End Of The World Carries An Important Lesson For Investors
I spend a lot of time here talking about risk management and avoiding investment pitfalls. I describe the climb to the top of the investment mountain as one that is strewn with loose rocks and...
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FISCAL CLIFF: Here's What Happens Now
Last night, right around 8 PM ET, John Boehner gave up on trying to get his 'Plan B' version of a Fiscal Cliff deal through The House.That bill was always just intended to be a leverage/negotiating...
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The Most Common Mistake In A Lot Of The Fiscal Cliff Analysis
Quick point on what happens next in the Fiscal Cliff situation, now that Boehner's Plan B vote has failed.We're seeing this point made a lot.From the FT:It now casts doubt on Mr Boehner’s ability to...
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Nomura: A Fiscal Cliff Deal Is Now Unlikely This Year, And It Might Not Get...
Depressing analysis from Nomura's top US economist Lewis Alexander in the wake of last night John Boehner Plan B fail:Bottom line, it seems unlikely that any legislation to address the main fiscal...
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If Last Night's Vote Means 'No Deal', Then This Is What GDP Will Look Like
Implications of "I am not a member of an organized political party. I am a Republican." (with apologies to Will Rogers)The collapse of Speaker Boehner’s Plan B has been interpreted as signaling that...
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Why Foreigners Are Buying Japanese Government Debt At Record Levels
A common line in the endless debate about the sustainability of Japanese government debt is that it's only sustainable (at ~200% of GDP) because its mostly owned internally. To attract foreign...
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THE WORLD DIDN'T END
According to modern interpretations of the ancient Mayan calendar, the world was supposed to end this morning at 6:11 EST.Well, pinch me if I'm dreaming, but it looks like we're still here.Which means...
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How UPS Delivered Millions More Packages Than FedEx Yesterday
Holiday season in the United States is show time for United Parcel Service (UPS) and FedEx—respectively, the world’s number one package deliverer and largest cargo airline.With online retailers already...
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