The MacroTourist

The MacroTourist

ALL THE SAME TRADE

Kevin Muir's avatar
Kevin Muir
Dec 12, 2016
∙ Paid
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The mad dash run for US stocks has grabbed all the headlines, but some important stories are lurking in the background. Although much of the stock buying has been the result of anticipated governmental policy changes and poorly positioned market participants, that’s not the whole picture.

Over the past month we have seen relentless equity buying and bond…

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