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- BETWEEN THE HEDGES Portfolio Manager’s commentary on investing and trading in the U.S. financial markets.
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Monthly Archives: November 2011
Beware the Jacobins
By Phil Sloan the Artful Watcher After the announcement of complete and utter failure by the so-called “super committee,” the more cynical side of my brain has taken over. I had thought that the members might have struck a last-minute … Continue reading
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Economic Influenza is on the Horizon
By Vincent J. Truglia November 21, 2011 My readers know that I have been concerned about the risks facing the US and world economy for some time. However, we may be approaching a global inflection point. Nothing I am going … Continue reading
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“Ding Dong the Witch Is Dead”
Phil Sloan “The Artful Watcher” Since its recent low in early October, the equity markets as represented by the Dow Jones Industrial Average are up 14%. Since my last comments these averages were up 5.3%. This euphoric expression reminded me … Continue reading
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Who is Mitt Romney?
by Lillian C. Jones Willard Milton Romney (“Mitt”) son of George Wilcken Romney is an interesting character. Raised with a silver spoon (he was named after his father’s best friend, J. Willard Marriott and his father’s cousin Milton “Mitt” … Continue reading
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Casting the Widest Net When Searching for Emerging Managers
by Lillian Jones On October 9, 2011, the Senate Bill 294 in California was passed which requires the nation’s largest pension funds (CALPERS and CALSTRS) to establish five year strategic plans for emerging investment manager participation across all … Continue reading
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