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2015(2)
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11/3/2015 10:04 AM
Even though we've seen a fairly volatile market in 2015, the net-net isn't all that impressive. We've made a somewhat noisy move to basically nowhere in 2015. It sure feels like a year where you cou...
7/20/2015 10:20 AM
With the benefit of hindsight, you'd know that the first six-plus months of 2015 would morph into the Golden Age of Churn. But let's say you knew that in advance of this year. I'm not talking about ha...
11/3/2014 8:57 AM
Now that we're hitting new highs, I think it's safe to say the ISIS/Ebola/End of QE sell-off has officially run its course. Aside from adding to longs, the best path was clearly to just sit tight ...
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