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Article
We Did Not Fall Off the Cliff; We Will Get Stuck on the Ceiling
Republicans have no bargaining chips on spending. Obama will win. U.S. credit rating and debt will lose.
07:47AM 01/07/13
Article
Diminishing Effect of QE: Increasing Exit Risk
Fed's perpetual balance sheet expansion is pushing the economy onto a razor blade.
08:50AM 12/17/12
Article
While the big indices in China continue a seven-month decline, below the surface, solid performers and pretenders have diverged.
08:47AM 12/04/12
Article
Apocalyptic drama around the world is fading but doesn't mean problems are being solved.
09:09AM 11/26/12
Article
Creating a Kinder, Gentler Fiscal Cliff
The market has priced in most of the downside risk and possible political outcomes are likely to mollify the impact.
07:37AM 11/20/12
Article
Big Changes Are Coming to China
Signs point to a fundamental turn-around in Chinese market and economy.
09:02AM 11/06/12
Article
Hurricane Sandy Is Bullish for the Economy
In an economy not constrained by resources, limited crises are always bullish to the economy and the stock market.
08:54AM 10/29/12
Article
Central Bank Credit Risk and a New Risk-Free Benchmark
Central bank intervention has severely distorted the market and rendered standard pricing/risk theory useless. Here's a new risk-free benchmark.
10:22AM 10/22/12
Article
Rescue-on/Rescue-off, Round Two
The ECB set the stage for a game of chicken, creating a policy of instability.
07:30AM 09/28/12
Article
China's problems are different from the developed world. The government's paralysis is ending. Expect the rebound to last awhile.
09:04AM 09/17/12