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Indexes vs Portfolios
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If It Goes Up, Valuation Goes Out The Window
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Gold, Oil & Inflation
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Soybean Prices & Media Tariff Hype
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Crude Inventory Below 5 Year Average
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Portfolio Shift
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I, Pencil… A Classic…
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Economics In One Lesson [Book Review]
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US Dollar Remains The “Elephant In The Room”
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Watch The Treasury-Bill / 10 Year Treasury Rate Spread…
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Fannie Shareholders Please Read
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Markets Do Not Have A Math Solution
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Ignore The “News”… The Facts Speak For Themselves
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Where Does Inflation Come From? Hint: Not Oil!!
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Packaged Goods & The Dollar
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Chemical Activity, Job Openings And Temp Help At Record High
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Data Still Pointing To Higher Equity Prices
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