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Mega Caps: Where the Profits Are

Mega Caps: Where the Profits Are
As I recently pointed out, despite mega caps’ recent outperformance, the stocks remain cheap on both a relative and absolute basis. Now, here’s more evidence to add to ...
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Goldman's Economists Score 7 Out Of 10 For 2011 (Retrospective)

Goldman's Economists Score 7 Out Of 10 For 2011 (Retrospective)
Since the 2012 Outlooks have now slowed to a drip, its appears retrospectives are the stocking-filler of choice for the week. Goldman's economist group reflects on their '10 ...
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Art Cashin Talks Market Dramamine

Art Cashin Talks Market Dramamine
As usual some highly pragmatic observations on the roller coaster stock market from the Fermentation Committee chairman. Via UBS Whew! Got Any Dramamine? - In yesterday’s Stealth Stocks ...
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Art Cashin's Refresher On "Post Hoc" Syndrome

Art Cashin's Refresher On
Nassim Taleb rants against it all the time: the propensity for the media to frame a narrative, or a plotline, to explain market moves. His contention is that ...
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Which Gold Miners Have the Most Upside? (Holmes)

Which Gold Miners Have the Most Upside? (Holmes)
Since hitting $1,900 an ounce through the beginning of October, gold has declined nearly 11 percent. Over the same timeframe, the NYSE Arca Gold Miners Index lost almost ...
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What Now? Part II (Bradley)

What Now? Part II (Bradley)
By Tom Bradley What are the stock market declines telling us (other than we’re temporarily poorer)? Are they signaling the end of the world as we know it ...
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A Wile E. Coyote Market (Hussman)

A Wile E. Coyote Market (Hussman)
A Wile E. Coyote Market by John P. Hussman, Ph.D., Hussman Funds Friday's employment report, showing an increase of 18,000 in non-farm payrolls and a jump in the ...
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Goldman: "QE 3 Optimism Is Excessive"

Goldman:
As has been repeated on Zero Hedge many times, with the stock market just 15% off its post-Jackson Hole surge highs, the market continues to be irrationally exuberant ...
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Crude Oil Inventories Still Way Above Average (Bespoke)

Crude Oil Inventories Still Way Above Average (Bespoke)
This week's energy inventory report from the EIA showed that crude oil stockpiles declined by 1.853 million barrels in the latest week.  However, even with the decrease in ...
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Q2 Earnings Growth Beats Expectations

Q2 Earnings Growth Beats Expectations
Below is a chart of actual versus estimated year-over-year earnings growth in the second quarter of 2010.  The estimates are from early July just before earnings season started.  As ...
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