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Good For a Bounce in Stocks, But How Much More? October 31, 2018

By Bryce Coward, CFA in Markets

The selling over recent weeks has been fast and intense, providing investors almost no relief. This type of short-term selling pressure has reached fever pitch levels that is usually indicative of some sort of relief rally, even if the ultimate lows are still ahead of…

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Estimates Are Hazardous to Your Wealth. Everyone knows that accounting is boring (not when I teach it, though), but, at least, people think it’s factual. No fake news. After all, accounting comes from counting―counting money, units of inventory, etc. All facts. Nothing further from the truth. Except…

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American Evolutions from Sears to Google October 10, 2018

By Peter Zeihan in Guest Author

Today’s story begins with the once-behemoth that is the American retail firm, Sears. In the last week of September Sears’ stock dipped below $1 a share, reducing the company’s market value below $100 million. Sears may still linger on a bit, but when a big…

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Are We in for a Bond-pocalypse or Something Much Milder? October 10, 2018

By Bryce Coward, CFA in Markets

Is last week’s 18 basis point selloff in 10 year government bonds the start of a bond bear market or a market adjusting to the realities of the time, albeit in a somewhat disorderly way? The answer to this question has obvious implications for not…

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