G-7 Stock Performances Year-to-Date

An interesting graphic from Bespoke Investment Group:

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Will the U.S. Dollar Continue to Smile?(*)

*Reference to the ‘Dollar Smile’ theory (explained by Macro Man, coined by Morgan Stanley): One possible explanation is an emerging school of thought that a US recession/quasi-recession is actually good for the dollar. According to the proponents of this theory, weak/negative US growth is both damaging to the rest of the world and a catalyst [...]

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Naked Short Sales

This chart from the NYT adds credibility to the SEC’s wild-goose chase from last year: In case you forgot, there were many people who blamed naked short sales – or shorting a stock without borrowing the shares – for the precipitous decline in shares of financial institutions this past fall. As the graph shows, there [...]

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