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Category: Opinion

Retiring the Bear

You’d think a guy like me who’s been outlining danger signs in these markets would take pleasure in seeing the market carnage yesterday. But I’m not. Far from it. I hate crashes. […]

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The Debt Beneath

Debt is irrelevant and matters not. It’s different this time. That’s the message from politicians, markets and participants. Tax cuts pay for themselves (they do not), leverage doesn’t matter (it does) and […]