This can't continue in perpetuity.
Central bank policies will continue to reward risk-takers.
But then again, you may not. The master of ambiguity is back.
Like shorter-term plays when there's blood in the streets?
Just how certain are you that oil has gone as low as it can go?
The market's trying to be cool and looking like a fool to me.
Governments today are monopolists of their own currency.
Look to remove the risk of falling oil prices and an appreciating dollar.
Many bank stocks across the region look cheap.
Why the ECB's stress tests did not de-stress the market.

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Well this is confusing...our models were calling for a run to 2072 before a bearish reversal would be possible...


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