Jour : 22 novembre 2012

Initialement publié sur Global Macro Monitor :
Markit reported this morning China’s manufacturing sector is expanding, just barely, for the first time in 13 months.  Ironically, all markets believe it x/ the Shanghai…

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Initialement publié sur Global Macro Monitor :
We wanted to update our table S&P500 returns post presidential elections.   As illustrated,  the returns are relatively positive.  This is especially true if the swan years…

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