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mehabe
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Page 3
technology
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technology
A historical view of Transitory
Mehabe
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June 14, 2021
technology
Relative Rotation: S&P 500 Sectors Fixed-Income Currencies Commodities
technology
Miners v Gold hr = 0.30, cointegrated at the 1% level
technology
Average Annual Unemployment Rate
technology
Via Russell Clark’s latest
technology
Clear the base effects, unemployment benefits > wages, & acute logistics...
Mehabe
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May 12, 2021
0
technology
Gold, $, purchasing power.
Mehabe
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May 12, 2021
0
technology
Market implied growth, inflation.
Mehabe
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May 11, 2021
0
technology
Nasdaq analog. 2y lead. 96% match.
Mehabe
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May 11, 2021
0
technology
Temporary Help Services (& why we care)
Mehabe
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May 7, 2021
0
technology
Gold
Mehabe
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May 3, 2021
0
technology
Growth, Inflation, Liquidity, Forward Returns
Mehabe
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May 3, 2021
0
technology
“Nominal” Manufacturing ISM
Mehabe
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May 3, 2021
0
technology
Corp Bond Summary
Mehabe
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April 30, 2021
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technology
Real Personal Income Ex-Transfers
Mehabe
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April 30, 2021
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Page 3 of 19
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