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Research Notes
Apr 2015
Do Robots Dream of Central Bankers?
Oct 2014
Anatomy of a Recession, Russia Un-federated, Germany Rearmed
Jul 2014
The Gods vs. The Federal Reserve
Sep 2013
Orange May Not Be The New Black, But China Is The New Greece
Apr 2013
The Power of a Good Nap Leads to a Sharpe Ratio of 3+
Dec 2012
Equity Commits Hara Kiri, The End of the Beginning of Europe, The Beginning of the End of Global Macro, and ‘Active’ Money Management
Sep 2012
Japanese Valuations, Feudalism, Keynesianism, and a Worthless Euro
Jun 2012
Cheap Money, Expensive Love, and The Bundesbank
Dec 2011
Sex, Lies, and Inflation: Ist Unser Geld Verloren?
Dec 2010
A Tale of a Bubble's Tail
Apr 2010
Athens' Second Sin
Feb 2010
The Fed's Bollywood Romance, and The Mercantilist War with China
Dec 2009
The New Bolshevik Revolution, and the Opportunity for a Second Act in American Life
Nov 2009
Houston, We Have Beta
Aug 2009
The End of Anglo Saxon Capitalism, The Decline of the Dollar, and All That Nonsense
Jul 2009
Double Dippin’
Jun 2009
The Return of Free Cash Flow
May 2009
The New Skinny Bitch
Jan 2009
Investment Risk in an Age of Deflation
Standard Value
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