Monthly Archives: October 2009

This Ain’t NO Thrilla In Manilla – GS vs JPM

Seems like much common ground between these guys – this ain’t no Thrilla In Manilla, sorry. BOTH SEE NO rate hikes in 2010,  very strong possibility of MORE stimulus and a weak currency as GOOD. For the ‘what it’s worth’ … Continue reading

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Don’t Break Out the Champagne Yet: Cause for Concern in GDP (WSJ)

Don’t Break Out the Champagne Yet: Cause for Concern in GDP By Jon Hilsenrath It’s great to be growing again, but two lines in Thursday’s GDP report have the potential to be temporary and warrant caution. The first one is … Continue reading

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Paul Tudor Jones Q3 Letter – think curve flatteners …

We LOVE this guy – not sure where the fascination comes from but that aside, he is one of the legends in the biz. That said, we’ve done some diggin into his comments on the bond markets, which begin on … Continue reading

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