(1) Timing is everything. (2) Operation Twist II ends when Fiscal Cliff starts. (3) Homeowners’ equity has already fallen off a cliff. (4) Flattening yield curve isn’t good for banks and their borrowers. (5) New Greek finance minister is sick to his stomach. (6) The ECB accepts sangria as collateral. (7) Unsettling headlines unsettle US economy. (8) More weak global indicators. (9) Sector-neutral still looks like the best bet for now.
End of free preview
Ed's complete analysis, every chart linked, and the archive back to 2009.
Individual investor? Ed's QuickTakes are available for personal use at yardeniquicktakes.com →