We have seen a lot of worry on bonds over the past few months, with rates turning up again and affecting the prices of bond-like stocks such as utilities.

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Where’s the Party?

Not here. Our little-faith-in-central-bank-interventions tendencies aren’t getting much love despite hard data that are warning of clouds on the horizon.

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Stock-Picker Guy

How do you pick stocks? (This is a big, complex topic. So this post is both a bit longer than usual and painted with a broad brush.)

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