Monthly Archives: April 2010

Bond Traders Declare Inflation Dead After Yields Fall

http://www.bloomberg.com/apps/news?pid=20601103&sid=aqpASviGyLQc April 26 (Bloomberg) — The bond vigilantes who punished governments for profligate spending in past years have gone into hiding. Sovereign bonds yield an average 2.385 percent, about the same as a year ago and below the average of … Continue reading

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My Quarterly Summary to My Clients

To My Clients: Our accounts are up 5.4% Y-T-D and up 25.1% for the last twelve months. The markets continue to show buoyancy as the economy very slowly begins a recovery. To a degree, this is largely a result of … Continue reading

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25 Reasons the Markets’ Rise is Real.

By JAMES ALTUCHER Last Updated: 4:51 AM, April 18, 2010 Posted: 1:21 AM, April 18, 2010 http://www.nypost.com/p/news/business/rally_believing_it_D49EqJdvdwnjU0aHSrGygJ The data suggest that the economy is starting to surge upward. Here are 25 statistics and anecdotes that suggest that the strength in … Continue reading

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Exactly How Hard Can Financial Reform Be?!

Force Credit Default Swaps onto Transparent Exchanges “Too Big to Fail” Must Go Excessive Leverage Must Go Separate Commercial and Investment Banking – Again Read the entire John Mauldin article here: http://www.frontlinethoughts.com/article.asp?id=mwo040910 Credit Default Swaps What happened in the last … Continue reading

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