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Sorry, have to get this off my chest. One of the dumbest thing’s I’ve seen this entire summer (no small feat) is this thing where Deutsche Bank says that the combination of stocks, bonds and real estate haven’t been as overvalued as they are now in 200 years. It’s all here if you need to see…

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If you’re a bear on the global growth story, it probably feels like all of your wishes are coming true this summer.

I’ve read a lot of books this summer, some informative and some highly entertaining. Not many of them were able to be both at the same time. The book Straight to Hell, by John LeFevre of @GSElevator fame, managed to pull this particular dual mandate off. My review of the book appears in Barron’s this weekend,…

The Wall Street Journal ran a story sourced by “a person familiar with the matter” wherein a Black Swan fund – which seeks to profit from extreme outlier negative events – has earned a billion dollars for the year, with most of the gain happening during the volatility of last week’s market correction. This is…

We’re in a moment right now where everything that Main Street loves, Wall Street hates: