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Subs: Pragmatism Finally Wins in DC

This is unfolding as expected……I still highly doubt Mnuchin will let the government’s warrants, which could be worth $50-$70B become worthless. The only way for that to happen is for the common stock to retain value.

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What Oil Bears Are Missing

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“Davidson” on Real Estate

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Chemical Activity Accelerating….

This is one of the most reliable market predictors……..if it holds, we aren’t even close to the end of the rising market…

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The Oil Situation

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The Fed Is Behind The Curve