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Subs: Friday’s Links

Continue reading “Subs: Friday’s Links”
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Markets as a “Human System” & Value Investing

Continue reading “Markets as a “Human System” & Value Investing”
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Corvex Seeks To Replace Williams Board…..Does Meister Actually Have A Plan?

Continue reading “Corvex Seeks To Replace Williams Board…..Does Meister Actually Have A Plan?”
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Federal Circuit in Piszel Guides D.C. Circuit on “Takings”

Continue reading “Federal Circuit in Piszel Guides D.C. Circuit on “Takings””
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CNBC “Experts” Say Retail Sales “Awful”….. Really?

Continue reading “CNBC “Experts” Say Retail Sales “Awful”….. Really?”
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The Reason Global Markets Are Rising Is Painfully Simple

Continue reading “The Reason Global Markets Are Rising Is Painfully Simple”
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Oil Update……”Inflation Bet” Coming???

Continue reading “Oil Update……”Inflation Bet” Coming???”
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“Productivity” Isn’t Bad…We Are Just Measuring It Wrong In The Digital Age

Continue reading ““Productivity” Isn’t Bad…We Are Just Measuring It Wrong In The Digital Age”
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Employment, Vehicle Sales, Job Openings, Value Index & the S&P 500

Continue reading “Employment, Vehicle Sales, Job Openings, Value Index & the S&P 500”
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The Dollar and Equities

Continue reading “The Dollar and Equities”
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“Sell Everything” ???

Continue reading ““Sell Everything” ???”
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Parrot Admits Net Worth Sweet “A Treasury-Driven Process”

Continue reading “Parrot Admits Net Worth Sweet “A Treasury-Driven Process””
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Chemical Activity Forecast Higher Markets

Continue reading “Chemical Activity Forecast Higher Markets”
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Realistic Return Expectations?

Continue reading “Realistic Return Expectations?”
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Davidson on the “Natural Rate”

Continue reading “Davidson on the “Natural Rate””