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Here's how we're dealing with a market that frustrates bulls and bears alike.
We need policies to incent innovation and productive job creation at home.
We continue to prop up the financial system but do nothing to prevent the cracks.
The U.S. consumer is in a poor position to lead a recovery.
The massively skewed debt-to-GDP ratio is the biggest driver behind my continued bearish stance.
Once again, many investors are mistaking a rally for a bottom.
Myths about auto inventory and the cash mountain continue to circulate from the boob tube.
Why can't policymakers see the real problems?
Prepare a 'plan B' for a country that punishes savers and forces them into risk-taking.
The Great Unwind has to happen, and putting off the pain won't work for long.