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April 2012

Recs

1

EU dances the tango right off a cliff

April 23, 2012 – Comments (0)

Truthfully, I was a bit baffled by all the talk of central banks, private bondholders' haircuts, ECB, liquidity, and so forth. By coincidence, I ran into several articles today all talking about Spain and, to a lesser degree, Italy, the collapse of the Belgium government, and so forth. I think I finally have a grasp on this, and will so describe if you are confused like me and then opine on why a EU collapse seems to be unavoidable at some point.  [more]

Recs

3

Cyclododecatriene might kill your auto stocks

April 17, 2012 – Comments (3)

OK, auto stockholders, repeat together: CYCLO-DO-DECA-TRI-ENE (or CDT for short).  [more]

Recs

6

EU? a cold shiver just went down my back...

April 11, 2012 – Comments (11)

Waiting for the EU (Greece) Tsunami  [more]

Recs

7

I Am Tired Of Shiller, 'Reversion To The Mean' And Such Nonsense

April 07, 2012 – Comments (5)

TMF has published yet another article publicizing the charts of Mr. S, claiming that we are thus and so from the mean, and that we are bound to revert to what his charts says where we should be, on average. The current article involves the S&P 500 yield.   [more]

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