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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Thursday, May 15, 2014
Steve Kuhn of Pine River on CNBC
Steve Kuhn the founder of Pine River was on CNBC today and talked about why he thinks bonds are poised to fall. He thinks the right trade is to buy equities that look like bonds: Rock-Tenn, Conagra, and Coca-Cola.