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Monday |
Tuesday |
Wednesday |
Thursday |
Friday |
Saturday |
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1
Where has All
the Decoupling Gone?
(Emerging Markets v.
Developed Economy) |
2
How Do You Get to $90 in SPX
EPS?
(SPX Earnings
Forcasts) |
3
Coneheads
(Europe vs.
US) |
4
Money For Nothing, VIX for
Free
(Credit Spreads, Short and Long-Dated
Relationship) |
5
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6
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7
The Termstructure of
Valu-tility
(SPX Termstructure) |
8
Mettalling in the
Market
(Inflation vs. Deflation, Signals in
the Metals Market) |
9
A Few (Kinda'
Bullish) Trades We Like
(Trades We Like) |
10
Gearing Up For
Earnings
(Earnings
Concentration) |
11
The Saddest
Chart
(Public vs. Private Dept
Growth) |
12
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13
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14
Energy Cornucopia
(IWM vs. XLE Vol Spread) |
15
Money CAN
Buy You Gas
(Nat Gas) |
16
MRA Risk
Dashboard
(MRA Risk
Dashboard) |
17
Guten
Tag...You're It!
(Germany, DAX) |
18
Lower Your
Expectations
(Economic Surprise
Indices) |
19 |
|
20 |
21
Yuan-a Higher Yuan?
(Yuan
Revaluation) |
22
Déjà Vol?
(SPX
Termstructure) |
23
Muni Tunes
(Municipal v US Sovereign CDS) |
24
MRA Risk
Dashboard
(MRA Risk
Dashboard) |
25
Walking
Earnings Down
(Lowering Earnings
Estimates) |
26
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27 |
28
Stock Market Wannabes
(Correlation
Across Macro Landscape, GLD) |
29
The ABCs of European Systemic
Risk
(European Systemic
Risk) |
30
CooQE Monster
(QE Round 2
vs. Austerity) |
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