The Euro Deal is Done

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One thing that seems to be missing is the timetable for Greek default. It would be good to know exactly when the Euro-banks have to book… Read more

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Are Oil and Gold Anticipating QE3?

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Earnings season has been a success so far, with roughly 70% of the S&P 500 companies that have reported so far beating expectations. Read more

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The End of QE2 (intc, f, mmm, ups)

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The end of QE2 is perhaps the biggest question mark right now. It might be the perfect ironic outcome if Treasury bonds rally … Read more

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