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What Movie Are You Creating And Watching?

Barry Ritholtz Gary Carmell

Scott Adams is someone I follow and I appreciate his insights about persuasion and human nature. He often says that everyone is living their own movie. They write the scripts and they have cast them with characters they have developed with personalities they have created for them.

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Economic Gain, Treasury Pain

Treasury Yield

It’s been a brutal couple of weeks for Treasuries as the following headline from Bloomberg attests to on September 13th.

Bloomberg Treasury Dive

10-year yields bottomed on a closing basis on September 3rd at 1.47% and have shot back up to 1.90% as of September 13th.

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Think Globally Act Locally

Think Globally. Act Locally

There has been some criticism of Fed chairman Powell as he has gone from saying this in early October 2018:

Jerome Powell we're a long way headline

To telegraphing this on July 10th:

Jerome Powell Signals Rate Cut

Those who are upset by his dovish turn are irked because they feel like he is kowtowing to the market and Trump who is forcing his hand despite record high stock market averages,

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Economic Tug of War

Economic Tug of War

Are jobs a lagging indicator? That is the question as last week was a very ugly one in terms of the Apple announcement and other economic reports suggesting the global economy is slowing. At the same time, the jobs report was quite stellar as the economy produced a seasonally adjusted 312,000 jobs,

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Hurricanes & Markets: What Happens to Stocks and Bonds?

Hurricane and markets

Hurricane Michael created unfathomable devastation to Florida Panhandle beach communities. What was particularly insidious was how fast it formed and deprived people of precious time to evacuate. This picture is one representation of the fury of Mother Nature and the wrath she brought down.

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Treasury Note Yield: Could I Be Wrong? A Humbling Week

Treasury Note Yield

Talk about a humbling week. Last week I was making the case that 3.11% on the 10-year Treasury note yield and possibly as high as 3.16% were the key levels that I did not think would be breached. This chart shows how wrong I was.

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