We Are Not In Normal Times: Underweight US Assets
Earlier in May, I asked if Treasuries were in for a short squeeze. Two weeks—and another five...
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Author: Charles Sizemore
Are Treasuries Set Up For A Short Scramble?
Here’s a contrarian call if I’ve ever heard one. Jeffrey Gundlach, head of DoubleLine Capital,...
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Stay Short: Play The Collapse Of The Tech Bubble
Last month, I recommended readers short a basket of social media and new technology stocks,...
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Listen To The Fed: Realty Income
Following the Fed’s statement this week—in which the Fed announced it would be tapering its...
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A Tale Of Two Tech Sectors
Are technology stocks in a bubble? Yes. Are some of the best values in the world in the tech...
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Should You Buy Social Media Stocks On Dips?
Thursday was a bloodletting for social media stocks. Facebook (FB), Twitter (TWTR) and LinkedIn...
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Is Hot Money Turning To Emerging Markets?
Over the past few weeks, popular American momentum stocks have been in a steep correction. To...
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ETF Play: Seriously, What’s Going On In Turkey?
“We’ll eradicate Twitter. I don’t care what the international community says....
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Crimean Vote Matters To The Markets: Here’s Why
Sunday is the big day. On March 16, the residents of Crimea will vote in a referendum to...
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Emerging Markets Rally Hard: Risk On $RSX
Crimea’s regional parliament voted unanimously to secede from Ukraine and become part of...
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