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January 25, 2019, Vol. 37, No. 02

A 500-year bull market shows its age

It’s nobody’s idea of breaking news that interest rates have tended to rise and fall in generation-length intervals. More striking is a young scholar’s contention that these decades-long undulations are only the wavelets of a half-millennium decline, a trend that will carry to still lower lows in the next recession.

RIP, John C. Bogle

Jack insisted he has enough money. His fans may doubt he received enough thanks.

Peak superhero

Creative destruction costs money, as the holders of low-yielding debt in heavily encumbered businesses may presently be reminded.

Waldo's the name

A new/old method of regulatory arbitrage.

Hospitalized biotech stocks

Illiquid, unfollowed, undesired and battered, micro-cap biotech stocks tick nearly every contrarian’s boxes.

They ask so little

This may be a problem for newly invigorated bond buyers.

January 11, 2019, Vol. 37, No. 01

On coming back to life as the stock market

The man who could topple the Commander-in-Chief is himself constrained by a greater power.

No waiting required

Netflix, Inc. was the best-performing stock in 2018, with a total return of 39%. It is also the only FAANG to generate negative free cash flow. Herewith a connection between these facts and a collection of stocks that just might excel in 2019.

Lottery Tickets, Inc.

The rolling-up of the red carpet of liquidity makes for winners and losers alike. Within this varied grouping, a trio of investment candidates, of which the reader will confront the daunting vocabulary that redirected many a would-be doctor to

Sacrificial securities

Suspense remains the order of the day for the Old Continent’s banks and their black-and-blue shareholders.

Dancing in the dark

This poses a conundrum for the Federal Reserve: Our money mandarins are “data dependent,” or so they tell us, but on what data can they rely?

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