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Spoken Word

Dec 20, 2018

Hint: It’s the lack of sensitivity to reducing the Fed balance sheet.


Dec 20, 2018

At the start of QE, stocks reflated. At the end, they deflated. End of story.


Oct 30, 2018

The U.S. economy is the MOST important fundamental


Oct 30, 2018

Let’s open the eternal debate anew


Sep 20, 2018

Stocks rise and trade deficits rise. This makes sense.