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Chart o’ the Day: Chinese Electricity Production
Chart.
Pulling in the horns
The bulls may want to pull in their horns a bit this week. Apple’s uncertain earnings in the middle of this week combined with the sudden rush of ebullient sentiment are a bit concerning. There are a host of ETFs and stocks with great setups here but patience for better entries is probably warranted. At…
Kate Upton Washes a Mercedes Benz (Super Bowl Commercial)
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The Outsider’s Guide to Davos
Good morning and welcome to the worst week of the year – it’s the annual World Economic Forum in Davos! If you’re unfamiliar, the World Economic Forum is a gathering of self-appointed Very Important People who make grand pronouncements that are both unfalsifiable in their ambiguity and meaningless in their vague calls to action. For…
Hot Links: Clown Show
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New Secular Bull: Yes or No?
Many of us are operating under the assumption that the rally in US stocks from the lows of March 2009 has constituted a CYCLICAL bull market that’s occurred within the context of a larger SECULAR bear market that began in March 2000. This heuristic makes a great deal of sense historically – there have been…
Felix Zulauf Growls
This weekend was the opening salvo of the Barron’s Roundtable and opinions were fairly diverse. Most of the participants did their usual talking-your-book routine: Abby Joseph Cohen is bullish, Bill Gross is vaguely bearish, Mario Gabelli says its a stock-picker’s market etc – no surprises, same thing 20 years running. But the commentary that really…
Twitter manager
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History of the Internet, 1969-2012
Infographic.