Still too early to fade the rally.
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Author: ChrisC
Squozen Bears
Stocks didn't blink with the big yen rally today.
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Bonds – Danger Zone
That is an ugly bar in the long bonds today.
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Weekly Update
Is the Yen printer going to run out of ink?
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Summer Tides
are still bullish.
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FX Drives the Bus
An FX tailwind and friendly tides make for a strong rally.
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Weekly Update
A rally now is dollar dependent. Discussion inside.
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Dollar Driver
It's the dollar's bus and we're just along for the ride.
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