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Favored Muddle-Thru 40%;Double-Dip 30%;Seamless- Recovery 30%.

March 16, 2010 Robert Mull 0

For capital markets after unprecedented central bank quantitative ease and government deficit financing, we see more to range bound behavior than generally ascribed. We are ……Read More

Uncertainty Driving Pinball Markets, Standards Key

March 8, 2010 Robert Mull 0

Entering the last month of Q1/2010, uncertainty appears to drive pinball behavior in markets. Alongside credit shock, we believe key to be the unfolding of ……Read More

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

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

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

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