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February 7, 2020, Vol. 38, No. 3

Gale-force liquidity

By one man’s reckoning, the six-month-old gust of Federal Reserve accommodation is the strongest since the fall of Lehman Brothers in 2008 and, before that, the attacks of 9/11. No such shocks whipped up today’s monetary winds.

About those p/e's

The stock market is even richer than you think, said the front page of the prior issue of Grant’s. We reiterate our case with a simple example.

America the overvalued

Bullish on certain foreign companies and on a particular domestic situation with which the index-makers are happily uninvolved.

Grand tour of junk

Connecting fact with perception, perception with valuation and valuation with risk. “Hold on to your hats!” is the investment conclusion.

Driven by Ford

The Treasury market seems to feast on new supply. We’ll see about the junk market.

Credit Creation • Cause & Effect

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