Category Archives: Quick Quill

Downward Revisions Are Cyclically Influential

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Labor Cycle Fundamentally Overvalued

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Downgrade Risks

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Chinese Deflation Will Not Play Out in a Vacuum

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The Bulls Are Running Out of Fundamental Places to Hide

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Housing Throwing Off Disparate Signals

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No Relative Value in Soft Landing

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Disinflation Risks Spread from Coast to Coast

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U.S. Fiscal Spending Blunting Economic Reality

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Deflationary Forces Colliding with High Income Earner Anxieties

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