Emerging Turgid

The bear market resulting from the Greek election lasted about 37 seconds early this morning, but we’re now back to new-highs-everywhere mode. One notable exception continues to be emerging markets, which I think are setting themselves up for a start-of-2015 tumble.

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This blog is not, and have never been, investment advice. It is a place that allows me to express my own views on the market and specific securities – as well as make whatever cultural ...

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