Chart: Long End a Proxy for Growth vs Value
Long rates have dropped each time the Fed has tapered or ended a QE program
Energy Still Cheap Relative to Consumer Discretionary
Mean reversion?
Manufacturing PMI Issues Market Warning
A return to normal might not be so fun
The End of Natural Population Growth?
Everything is turning Japanese
Grave Policy Mistake Incoming
Terrible setup for investors
Art Berman: Oil and Gas near Highs, Going to Stay Elevated
Peak cheap oil
Darius Dale Sounds Pretty Bearish for 2022
Tightening equals market pain
Leland Miller: China Easing Not Happening Yet; Hong Kong Declining
Hong Kong has become a “sad. sad story”
Abbey Library of Saint Gall
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