Some Risk Assets Getting Frothy While the Amazing Treasury Bond Bull Market Rolls On Under Most Radar Screens

I’m not a downer all the time.  I try to go where the data leads, in a risk-averse manner.  If it keeps pointing in the same direction, so be it.

When I first began writing on this website in August 2010, I argued against the prevailing gloom.  Recovery Summer as predicted by the advocates of Keynesian stimulus had [...]

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