Paul Kasriel: On a Relative “Yield” Basis, Housing Is the Most Attractive Since the Mid 1960s – Northern Trust 
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MUST READ: Guest Post: The Fed Decision Tree – Posted by Tyler Durden – Submitted by Gary Jeffery – Zero Hedge
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Ten Points — Mainly About the Debt Markets -David Merkel – The Aleph Blog
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Stay [...]

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Still Searching for a Bottom: A Mid-Year Economic Review – by Diane Swonk, Chief Economist, Mesirow Financial
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Commodity Prices:  Undeniable green shoots (2) – Scott Grannis – I return to this subject to clarify what I think is driving commodity prices.  … – Calafia Beach Pundit
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PIMCO: Fed to ‘engage again’ in Treasury buys [...]

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technical trade video on CRB – excellent – Favorite theme: commodities – Posted by Prieur du Plessis – Investment Postcards from Cape Town  
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MUST READ – especially the part about Libor – Thinking The Unthinkable: The Treasury Black Swan, And The LIBOR-UST Inversion -Posted by Tyler Durden – Zero Hedge
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A Daring Trade Has Wall [...]

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READ THIS: Julian Robertson’s Steepener Swap Play (Shorting US Treasuries) – Simply put, Julian Robertson is the definition of a hedge fund legend. And, his success is noted by the fortune he has amassed as he now graces the Forbes’ billionaire list. He has pioneered a successful investment methodology, he has generated outstanding returns [...]

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