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Monday, September 14, 2015

Monday night news


Here's some stuff:

New Deal Demoncrat - weekly indicators. Intermodal up 15.7% yoy, which jibes with the next news bit. No reason whatsoever to e.g. sell Apple down to $95 or Ford down to $10.50, which means the market is populated with rank fucking morons.

Calculated Risk - record inbound LA port traffic in August. No reason to puke stocks, Whitey.

Bespoke - gas prices keep falling. This is good for future US consumer spending.

Bespoke - let's give Liz Ann Sonders a Hickey. Paul Kickey from Bespoke and Liz Ann Sonders from Schwab give a 40 minute chat about the stupid market bullshit. They're two of the most trustworthy commentators in the world (when Kleintop keeps his fucking nose out, anyway) and well worth listening to for 40 minutes.

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