More on secular bear markets at Ritholtz.
“Bridgewater, the world’s biggest hedge fund, is bullish on stocks, oil, commodities and some currencies as it expects cash to shift to riskier assets…”You want to be borrowing cash and hold almost anything against it.”” Bridgewater is Ray Dalio’s firm…(Bloomberg).
These Are The 17 Best Stocks For Big Fat Dividends says Morgan Stanley. How to Anticipate a Dividend Cut at Ycharts. 10-Year Technicals suggest higher interest rates at Bespoke…
Crude Oil Output: US & Canada vs. Saudi Arabia (Excerpt) at Yardeni.
Copper or crude, which one is right? Black Swan Trading
With China Moving Further on Path to Economic Maturity at the CME Group.
Is silver the best asset in the world? Thunder Road Bipolar Silver at Casey Research.
In light of last night’s State of the Union address, it looks like control of Congress matters more: