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Macro Report – May 2013
The Macro Report can be found here . April 2013 highlights: The likelihood of recession declined slightly […]
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ETF Report – May 2013
Please find our latest ETF report here: http://www.scribd.com/doc/146146105/Lighthouse-ETF-Report-2013-May As a new feature, the report also looks […]
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ETF-Report April 2013
Please find our latest ETF-Report here: http://www.scribd.com/doc/141248746/Lighthouse-ETF-Report-2013-April Conclusions: Current risk appetite remains high International equity […]
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ETF Report – March 2013
Please find our latest ETF Report here: http://www.scribd.com/doc/133857690/Lighthouse-ETF-Report-2013-March Conclusions: Current risk appetite remains high International equity […]
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“And the award for the most creative excuse for joining currency wars goes to…”
… the Bank of Israel! On Monday, Bank of Israel cut interest rates in a […]
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ETF Report – February / March 2013
Please find our latest ETF Report here Summary: Current risk appetite is high International equity […]
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Macro Report – February 2013
Based on a combination of 13 macro-economic variables, the likelihood of the US being in […]
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Lighthouse Macro Report – January 2013
Summary: The LRPI (Lighthouse Recession Probability Indicator) continues to indicate a one-in-nine likelihood for the […]
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(Mostly free) blogs we like
Altos Research Ambrose Evans-Pritchard (Telegraph) Annaly Capital – Executive Insights Behavioral Macro Bespoke Invest Bruce […]