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The Tyranny Of Models (Or Don't Fear The Reaper)
Submitted by Ben Hunt of Salient Partner's Epsilon Theory blog, Buck Finemann, seventy two years old. Cantankerous old geezer. No-one liked him much, but they allowed him to play poker with them once a...
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Probably The Most Important Chart In The World
Having discussed the links between economic growth and energy resource constraints, and with the current geo-political fireworks as much about energy (costs, supply, and demand) as they are human...
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IceCap: "Which Bubble Is Created Next?"
From the latest monthly letter by IceCap Asset ManagementSelected excerpts from: Connecting the DotsRock star status is achieved by the very few. To be eligible, one must simply be held in a very high...
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5 Things To Ponder: Words Of Caution
Submitted by Lance Roberts of STA Wealth Management,The financial markets have not done much since the beginning of the year but that is not necessarily bad news. Despite Russia's annexation of Crimea...
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Carl Icahn Reiterates "We Are In A Major Asset Bubble"
A month ago, Carl Icahn told told CNBC that he was "very nervous" about US equity markets. Reflecting on Yellen's apparent cluelessness of the consequences of her actions, and fearful of the build of...
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The 7 Deadly Sins Of Investing
Submitted by Lance Roberts of STA Wealth Management,I have often written about the emotional and psychological factors that inhibit long-term investment performance (most recently here). Despite...
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Ray Dalio: "There Is Always A Downturn"
Thanks to The Federal Reserve's extreme monetary policy, "the prospective return of asset classes is very narrow," warns Bridgewater's Ray Dalio, with expected returns for equities of "only about 4...
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7 Questions Gold Bears Haven't Answered
Submitted by Jeff Clark via Casey Research,A glance at any gold price chart reveals the severity of the bear mauling it has endured over the last three years.More alarming, even for die-hard gold...
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10 Legendary Investment Rules From Legendary Investors
Submitted by Lance Roberts of STA Wealth Management,I live in Houston, which has been a huge economic beneficiary of the sustained increases in oil prices, drilling, refining and related processes. As...
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2014 Year In Review (Part 1): The Final Throes Of A Geopolitical Game Of Tetris
Submitted by David Collum via Peak Prosperity,Background“I don't write about what I know: I write to find out what I know.”~Patricia HamplEvery December, I write a Year in Reviewref 1–7 first posted on...
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Bill Gross' 2015 Outlook: "The Good Times Are Over, The Time For Risk Taking...
From Bill Gross'2015 Investment Outlook"Ides"A January Investment Outlook should normally be filled with recommended “do’s and don’ts,” “picks and pans” and December 31, 2015, forecasts for interest...
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Did The World's Biggest Hedge Fund Just Go "All In" On HFT And Dark Pools?
Is the world's biggest hedge fund going all-in on HFT and Dark Pools? We ask because Ray Dalio's Westport, CT-based Bridgewater, which at last check manages around $160 billion between its Pure Alpha...
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Market Wrap: Futures Unchanged As Algos Patiently Await The ECB's "Monumental...
With less than two hours until the ECB unveils its first official quantitative easing program, the markets appear to be in a unchanged daze. Well, not all markets: the Japanese bond market overnight...
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Meet The Extreme Super Rich: A List Of The 80 People Who Own As Much As The...
Submitted by Mike Krieger via Liberty Blitzkrieg blog,Before I get into the meat of this post, I want to make it clear that the definition of oligarch, a term I use a lot, does not center solely around...
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Bridgewater's Ray Dalio Simple Advice For Success: "Think Independently, Stay...
Authored by Bridgewater's Ray Dalio via Institutional Investor,To make money in the markets, you have to think independently and be humble. You have to be an independent thinker because you can’t make...
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Saxobank CIO Warns: "Fed Rate Hike In June Is A Margin Call On Assets"
While Bridgewater's Ray Dalio "hopes that The Fed will be very cautious about tightening," Saxobank CIO Steen Jakobsen explains in this brief clip that The Fed "is wrong, always wrong," and will likely...
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Big Data Algos 'Are' The Singularity & They're Coming To A Stock Market Near You
Submitted by Ben Hunt via Salient Partners' Epsilon Theory blog,For the life of me, I don't understand the debate [over the NSA metadata program].– Jeb Bush, February 18, 2015 The Central...
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Albert Edwards: "It Is Already Too Late To Avert Another Crisis"
After reading Albert Edwards' latest note which uses the most recent BIS report as an anchor, we disagree with his view that the Fed "finally concurs with the BIS' namely that rates need to rise,not to...
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5 Things To Ponder: What Hath The Fed Wrought
Submitted by Lance Roberts via STA Wealth Management,I was having lunch with a very dear friend of mine yesterday, who is also a very successful financial planner and advisor, who stunned me with an...
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"It's Not Bearish, It's Simply Sane"
Submitted by Tim Price vai The Cobden Centre blog,March 17 – Bloomberg (Kelly Bit): “Ray Dalio, founder of the world’s largest hedge fund firm, Bridgewater Associates, told investors there’s a risk...
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