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Archive for August, 2016

Oil does indeed disappoint today

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The market sticks near all-time highs with extraordinarily low volatility

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Oil continues to pull back in anticipation of increase in oil inventories in tomorrow’s data

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So far the market believes the Fed was just bluffing in Jackson Hole speeches on September interest rate increase

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Vacation daze: I’m taking a week off

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Deere jumps on delivery of massive cost cutting

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Financial markets don’t take newest Fed comments on interest rates to heart

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Time for me to stop fighting the Fed’s uncertainties and delay, and sell Capital One

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A deeply divided Fed emerges in yesterday’s minutes from July–more delay on rates likely

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The long-term trend toward tighter rules for trucks on emissions and fuel efficiency continues–with Cummins as a key beneficiary

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