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The U.S. 30-Year Treasury Yield Has Decisively Moved Back Above 5%
The long end of the Treasury curve has re-entered territory that historically tightens financial conditions and challenges risk assets, and it is doing so at a moment when portfolio construction is already contending with multiple macro cr
After eBay's Surprise Merger Bid on GameStop, Burry Bails
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Citigroup's Stock Bear Finally Gives Up With S&P 500 on Cusp of Record
While stocks have edged up, investor sentiment is far from bullish. In fact, Citi’s Panic/Euphoria Model recently showed near-panic readings.
Is This Warren Buffett's Nightmare Scenario?
Earlier this year Berkshire Hathaway chairman Warren Buffett discussed his nightmare scenario. Since then his cash position has expanded dramatically.
Piketty Returns With Liz Warren Friendly Proposal To End Billionaires
French economist made a splash arguing against wealth inequality in 2013. Now he's back with a pitch that it's time to go beyond capitalism.
Kudlow Faults Negative Interest Rates, Contradicting Trump
“Easy money, you can print as much money as you want,” Kudlow said. “It never works and it won’t work this time either.”