Outside The Box: Notes On Russia
Article By:
John Mauldin
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Tuesday, November 25, 2014 3:41 PM EDT
Outside the Box has two pieces this week that deliver deeper insights into the situation with Russia and Putin.
Stick With Stock ETFs, But Consider A Multi-Asset Hedge
Article By:
Gary Gordon
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Tuesday, November 25, 2014 3:14 PM EDT
According to updated GDP reports, the U.S. economy grew at its fastest back-to-back quarterly rate since 2003. Yet few would attribute the U.S. dollar’s surge against competing currencies to the upbeat news.
Will "Invest In Europe" Be DOA?
Article By:
Marc Chandler
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Tuesday, November 25, 2014 11:25 AM EDT
Expectations are running high that the ECB will move to more aggressively expand its balance sheet, record low bond yields in many euro area countries, negative 2-year yields in at least five countries, and below 5bp in another three countries.
Model Portfolios Updated
Article By:
Vivian Lewis
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Tuesday, November 25, 2014 10:50 AM EDT
Thanks in part to my special report on Benitec the BTEBY share is now showing a gain. The Down Under management is a bit overwhelmed by the trigger-happy US market but they are quick learners.
Futures In Fresh Record Territory As OECD Cuts Global Growth Projections Again
Article By:
Tyler Durden
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Tuesday, November 25, 2014 9:06 AM EDT
The Organisation for Economic Co-operation and Development cut it again, taking down its US, Chinese, Japanese but mostly, Eurozone forecasts.
Antipodeans Sink, While USD Treads Water
Article By:
Marc Chandler
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Tuesday, November 25, 2014 6:53 AM EDT
The US dollar remains within recent ranges against the euro, yen and sterling.
Global Business Confidence Collapses To Post-Lehman Lows
Article By:
Tyler Durden
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Tuesday, November 25, 2014 6:34 AM EDT
Optimism falling sharply in October, dropping to the lowest seen since the survey began five years ago. Hiring and investment plans were also at or near post-crisis lows, while price expectations deteriorated further.
EU Mandarins Want To “Break Up Google” – Commissar Oettinger Strikes Again
Article By:
Acting-Man
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Tuesday, November 25, 2014 5:35 AM EDT
The idea to break up Google is moreover based on the utterly absurd notion that EU companies that don’t even exist need to be “protected”.
Here’s Why The Long Bond Could Be About To Blast Off
Article By:
Jesse Felder
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Tuesday, November 25, 2014 3:57 AM EDT
I always love hearing people say things like, “interest rates are so low they can’t go any lower!” That’s the sort of superficial thinking that gets investors into trouble.
Euro Inches Higher On IFO
Article By:
Daily Forex
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Tuesday, November 25, 2014 3:13 AM EDT
Investors are all but convinced that the European Central Bank is on the verge of additional easing.
In this article: FXE
Russian Triangle
Article By:
Tim Knight
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Monday, November 24, 2014 9:05 PM EDT
Although I wouldn’t short a U.S. ETF with a 10-foot pole these days, I am totally comfortable shorting Russia at present price levels.
In this article: RSX
Another Keynesian Debt Boondoggle: How Brussels Plans To Turn $26 Billion Into $390 Billion
Article By:
David Stockman
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Monday, November 24, 2014 5:33 PM EDT
The desperation and fraud of the Keynesian policy apparatus gets more stunning by the day. Apparently, the pettifoggers in Brussels will soon be announcing a new $400 billion bazooka to blast the euro-economy out of its lethargy.
Florian Siegfried: Seeking Less Risky Business In Mining M&A
Article By:
The Gold Report
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Monday, November 24, 2014 5:04 PM EDT
Florian Siegfried, head of precious metals and mining investments with Zurich-based AgaNola, says there are small signs—fewer equities participating in the recent rally, greater spreads in the high-yield market—that the sentiment toward gold is changing.
In this article: ABX, AG, NEM, NGD, NSU, RIC, ALIAF, DRGDF, DRLDF, GDQMF, RTRAF, UGDIF, USGIF, VGMNF, VITFF, GLD, EMXX, AKG
Week In Review: The Path Matters More Than The Destination
Article By:
Michael Gayed
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Monday, November 24, 2014 4:16 PM EDT
Whenever I see headlines that read “stocks hit new highs,” I tend to cringe. Stocks are not hitting new highs. A particular index, the S&P 500, is.
You Thought QE Was Over
Article By:
Lance Roberts
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Monday, November 24, 2014 4:03 PM EDT
As discussed previously, the correlation between the Fed's balance sheet expansion program and the subsequent changes in the S&P 500.
In this article: SPX