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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 […]
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VIX and subsequent performance
How many times do you read “the VIX is so low, everybody is complacent, a […]
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Amazingly, 89% of bull market performance can be explained by time
Stock market performance during bull markets is mainly (89%) explained by the duration of the […]
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