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December 28, 2025

 

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HomeBusinessEconomy

Economy

Economy

Sense & Sensibility & Risk:Avoiding Capital Misallocation

March 29, 2010 Robert Mull 0
Despite twelve months of sharp rise in equities and reduction of risk premiums in junk debt, 2010 is still likely to be dramatic in the ……Read More
Economy

Politics, Pivots, Dividends and Growth

March 1, 2010 Robert Mull 0
In a fell swoop by increasing its discount rate and with ramifications still to unfold, the Federal Reserve has re-asserted its leadership not only as ……Read More
Economy

Beyond No Standards — Volatile Markets Now Re- establishing Standards

February 22, 2010 Robert Mull 0
Currently, market behavior appears indicative of a process of re-establishing standards when looking to 2010 and beyond. Our assessment applies broadly from currency in dollar ……Read More
Economy

Tough New World

February 16, 2010 Robert Mull 0
Welcome to the tough new world is our takeaway from 2010 to date. Before the unfolding of the credit crunch from 2007 and even subsequently ……Read More
Economy

Risk Tweaking the Market’s Tale

February 9, 2010 Robert Mull 0
In many ways, the tale of the market for 2009 was of tremendous momentum, first down for economies and capital markets followed from March 2009 ……Read More
Economy

Reset Amidst Yin and Yang of Flows and Fundamentals

February 1, 2010 Robert Mull 0
We see a potentially substantive reset currently taking place through early 2010 amidst the yin and yang of flows and fundamentals that is inevitably part ……Read More

Posts pagination

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