Monthly Archives: October 2016

A brief foray out of hibernation

I will try to be brief here but a few¬†bearish¬†charts to look over and just have a think. Corporate buybacks Capital goods orders Restaurant performance index US personal savings First a lot has been said about corporate buybacks and how … Continue reading

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What has monetary policy done for you lately?

Monetary policy has dominated our thoughts in financial markets for longer than I care to remember now, at first no one really knew what quantitative easing was. Then slowly but surely we all learnt that all it simply meant was … Continue reading

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