Can Stocks Survive Without Stimulus?

A fiery debate rages among investors over the question of central bank stimulus. The question is whether the stock market needs stimulus in order to advance, and is stimulus only creating a bubble which will burst at some point and lead to depression? Regardless of the philosophical rectitude of central bank intervention, there can be no denying its efficacy. The most fundamental truth of the financial market is that “liquidity, liquidity, liquidity” is the market’s lifeblood. Financial stimulus…..

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Best Reaction Yet: “Yellen Speech A Whole Lot Of Nothing”

While previously we showed Goldman’s kneejerk response to the Yellen speech, according to which the central bank-spawning hedge fund saw Yellen’s speech so hawkish it raised Goldman’s odds for a September rate hike from 30% to 40%, it was also wrong at least based on the market, which in turn cut its September rate hike oddsfrom 32% to 26% after the speech.

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View d’état: Condo owners do not own their view

Q: I read an article that you wrote in 2014 stating that condo owners do not own their view. In our case, there is a movement afoot (mainly from first-floor owners who face a lake) to lop off existing trees or remove them entirely so that they have an unobstructed view. Could the condo board decide to go ahead with this, or would it need approval from the owners? If so, what percentage would be needed?

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Investing In The New Resource Market

After four grinding years of falling metal prices and vanishing market capitalizations, we have seen a stunning shift in market sentiment since mid-January, says Matt Geiger of MJG Capital. Multiple physical commodities are now in technical bull markets, and resource equities in particular have enjoyed a spectacular 2016 thus far. Geiger highlights several companies poised to take advantage of the boom.

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