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Archive for September, 2011

Why the huge sell off in China’s Internet (and other) stocks this week? The reason isn’t what you think

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No positive surprises in today’s data from China and the U.S.–so bad news from Europe sets the market tone

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A strong dollar amplified the recent stock and commodity swoon–and I don’t think (oddly enough) that we’re done with the strong dollar yet

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GM gets a credit rating upgrade and Ford looks like it’s next

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Global stock markets waiting for economic reports from China and U.S. tomorrow to decide direction

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Germany approves expanded powers for euro debt facility–now on to the hard work

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Tomorrow’s reaction to the likely German vote in favor off the July 21 euro debt plan is make or break for the current rally

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Case for a third quarter GDP surprise gets a bit stronger with this morning’s durables numbers

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Tough nut Finland votes Yes today on approving new euro bond buying powers; last tough nut Germany votes tomorrow

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Use this rally to reduce your exposure to Europe’s slow growth by selling stocks such as BorgWarner

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