Jan 12

Yellen Comes Down the Chimney

You heard it from Janet Yellen.  “Economic expansions (and by extension bull markets) don’t die of old age.”  That’s true.  …

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Dec 8

Year-End Inflection Points: Dead Ahead

Over to you, Draghi and Yellen. This month, like many other months recently it’s the intentions of central bankers that are…

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Nov 18

Janet’s Kool-Aid Stand

It’s all good.  Just ask Janet Yellen or any hawkish Federal Reserve board member.  Indeed, there have been some better…

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