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The Apex Of Market Stupidity
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"In the last five decades, there has never been less thinking going on in financial markets"
GaveKal, December 8, 2015 , Charles Gave
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How The Best of Intentions Destroyed Liquidity
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"Milton Friedman once said that laws should be judged by their results rather than their intentions. Liquidity has disappeared, and it is directly attributable to the Volcker Rule."
Mauldin Economics, The 10th Man, December 10, 2015 , Jared Dillian
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The Fed DID NOT Save the Economy
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"QE started in September 2008 and TARP was passed in October 2008, but the stock market fell an additional 40%. Mark-to-market accounting was changed in March/April 2009 and that’s when the stock market and economy bottomed."
First Trust Portfolios L.P., October 12th 2015 , Brian S. Wesbury – Chief Economist
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Asset Class Returns in Swiss Francs since 1950
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We share these two charts from the August newsletter of Hinder Asset Management, showing the evolution of various asset classes for the past 65 years, from the perspective of a Swiss investor, with and without foreign currency hedging.
Hinder Asset Management, E-News N° 49 / August 2015 , Dr. Alex Hinder
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Simple balanced portfolio strategies since 1995
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I can’t help but to admire these balanced portfolios. Simple and elegant in their asset allocation, easy to implement, highly liquid, transparent, low-cost; yet so profitable and consistent in their long-term results.
Investment Office, September 2015
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Applying Deep Learning to Enhance Momentum Trading Strategies in Stocks
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Working Paper, Stanford University, December 12, 2013 , Lawrence Takeuchi, Yu-Ying (Albert) Lee
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Pyramid Distribution of US Equity Returns: 1825 - 2014
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Don’t Worry About Asset Bubbles
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One of the Federal Reserve’s (Fed) current dilemmas is how to square its battle against deflation with investors’ fears of inflating asset bubbles. The former is part of the Fed’s mandate, the latter is not.
Oppenheimer Funds, September 3, 2015 , Krishna Memani, CIO
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Python-Esque “Growth vs Value”
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Daily Speculations, August 27, 2015 , Charles Pennington
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Risk Appears Seriously Wounded
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I have no idea if that means a top, but this market increasingly looks very, very tired if not seriously wounded.
Alhambra Investment Partners, 21/08/2015 , Jeffrey P. Snider
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