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Sign In(1) Yield-curve spread swings from negative to positive. (2) Recession fears abating. (3) Why rising bond yields are bullish for stocks. (4) Simple yield-curve rules for managing monetary policy. (5) A bearish list for bonds. (6) Signs of better economic growth. (7) Even the German bond yield may be bottoming along with German economy. (8) Waiting for a bottom in industrial commodity prices. (9) S&P 500 earnings growth close to zero this year. Closer to 5% next year. (10) A few brief thoughts on Value versus Growth and SmallCaps versus LargeCaps
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