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Markets

The coming earnings recession

Earnings were boosted by corporate tax cuts in the past year. And earnings growth has been buoyed by significant corporate releveraging. But 2019 is looking challenging for companies now and the chart below shows you why. While earnings…

The yield curve is now super-inverted

I am doing my 2019 outlook pieces now. And I plan on making some market outlook comments in the coming days. But, what's going on in the market right now is equally important. As the stock market takes a battering due to concerns about…

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