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My @Twitter Must Follow List #FF

I consider myself a perpetual student of the markets. In this process, Twitter has been invaluable to me as I have learned an incredible amount from a wide variety of different...

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My Super-Secret @Twitter Must Follow List #FF

Last week I posted my @Twitter Must Follow List. Today, I’m sharing my Super-Secret @Twitter Must Follow List. And when I say, “super-secret,” what I really mean is, “way too...

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Long Bonds Enter The Blowoff Stage

Back in late-2014 I first proposed the idea of a blowoff surge higher in the long bond. At the time, many were very negative toward bonds and expected higher interest...

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The ‘Short Vol’ Trade Has Gotten Completely Out Of Hand

A while back I wrote about how investors were playing the BTFD game using short volatility ETFs. To me, this looked like ‘picking up pennies in front of a steamroller.’ Since...

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History Rhymes At Rydex

The Nasdaq 100 is now testing its all-time highs first set way back at the peak of the dotcom mania in March of 2000. What I find particularly interesting is...

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Tom McClellan On Engineering Effective Stock Market Models

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Raoul Pal On Putting Together The Global Macro Puzzle

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Mark Yusko On Gut Instinct (And Why His Says We’re Headed For A Crash)

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Erik Townsend On Living The Macro Dream

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The Flames Went Higher

A version of this post first appeared at The Felder Report PREMIUM.  A few weeks ago I wrote “stock market breadth is much worse than this popular measure indicated” referring...

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