This blog is an effort to sift through the noise. Please note that a number of resources are used to create these theses and due to an overriding desire to think rather than edit I will not be citing every little source.
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Sunday, December 29, 2013
Hugh Hendry's Latest Letter
Hugh Hendry's Eclectica Fund is out with their December letter. It is classic Hugh Hendry and in the letter he describes why he turned bullish on the market. Enjoy: