An assertive dovish turn from the Fed would definitively end the market’s long-held habit of expecting forward guidance on monetary policy, while taming speculation and, possibly, inflation.
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One analyst thinks Kevin Warsh is Volcker 2.0 and everything just changed. I'm skeptical.
...the “most significant shift in Federal Reserve strategy in more than two decades"?
Regardless of your view on how much lower oil can fall, the key part is the shift in distributions and the reduction in tails for…
"What strikes me is how much we overshot to the upside (due to leverage)… and makes me think the same is possible for the…
How high can we push valuations before something snaps violently?
I don’t expect everyone to agree with my market conclusions, but here's something to think for yourself about...
