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To where are we going? Only history can answer this question but history can offer some precedence....

The bond market is fearing the Fed may be falling behind the proverbial inflationary curve and it is getting ugly in the bond market. Bank America writes the selloff in the 30-year Treasury is ...

Where to? Bank America writes 30% of the S & P 500 earnings growth over the past five years is the result of share repurchases funded by debt. Many times I have commented about the proliferation of debt for non-economic purposes. BofA...

There is an old market axiom that the markets can remain irrational longer than one can remain solvent. Bank of America commented yesterday that today’s market is the most crowded trade in history. The environment is groupthink on ...