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	<title>NEW$ TO U(SE) &#187; Tony Boeckh</title>
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	<description>Material Practical Economic &#38; Financial News, Info, Research &#38; Ideas</description>
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		<title>TONY BOECKH: THE ARTIFICIAL ECONOMIC RECOVERY</title>
		<link>http://www.news-to-use.com/2010/07/tony-boeckh-the-artificial-economic-recovery.html</link>
		<comments>http://www.news-to-use.com/2010/07/tony-boeckh-the-artificial-economic-recovery.html#comments</comments>
		<pubDate>Sat, 24 Jul 2010 15:33:55 +0000</pubDate>
		<dc:creator>Denis Ouellet</dc:creator>
				<category><![CDATA[CONTRIBUTORS]]></category>
		<category><![CDATA[CURRENCIES]]></category>
		<category><![CDATA[ECONOMY]]></category>
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		<category><![CDATA[Tony Boeckh]]></category>
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		<description><![CDATA[While the economic outlook is less than rosy, there are the beginnings of some potentially positive developments in the financial system. There are tentative signs that U.S. monetary constipation is easing. The implication of the tentative improvement in money and &#8230; <a href="http://www.news-to-use.com/2010/07/tony-boeckh-the-artificial-economic-recovery.html">Continue reading <span class="meta-nav">&#8594;</span></a>


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		<title>Tony Boeckh: Still Positive on Risk Assets</title>
		<link>http://www.news-to-use.com/2010/06/tony-boeckh-still-positive-on-risk-assets.html</link>
		<comments>http://www.news-to-use.com/2010/06/tony-boeckh-still-positive-on-risk-assets.html#comments</comments>
		<pubDate>Wed, 30 Jun 2010 13:57:52 +0000</pubDate>
		<dc:creator>Denis Ouellet</dc:creator>
				<category><![CDATA[COMMODITIES]]></category>
		<category><![CDATA[CURRENCIES]]></category>
		<category><![CDATA[Chinese Equities]]></category>
		<category><![CDATA[ECONOMY]]></category>
		<category><![CDATA[EQUITIES]]></category>
		<category><![CDATA[Emerging Markets]]></category>
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		<category><![CDATA[Natural Gas]]></category>
		<category><![CDATA[Oil]]></category>
		<category><![CDATA[Tony Boeckh]]></category>
		<category><![CDATA[US equities]]></category>
		<category><![CDATA[bonds]]></category>

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		<description><![CDATA[Tony Boeckh: The recovery is intact, but will slow significantly and remain uneven, with risks to the downside. with so many G20 countries with unsustainable fiscal positions, the risk of contagion is high. this is an untested economic environment with &#8230; <a href="http://www.news-to-use.com/2010/06/tony-boeckh-still-positive-on-risk-assets.html">Continue reading <span class="meta-nav">&#8594;</span></a>


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</ol>]]></description>
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		<title>Tony Boeckh: Enough Blood in the Streets?</title>
		<link>http://www.news-to-use.com/2010/06/tony-boeckh-enough-blood-in-the-streets.html</link>
		<comments>http://www.news-to-use.com/2010/06/tony-boeckh-enough-blood-in-the-streets.html#comments</comments>
		<pubDate>Mon, 07 Jun 2010 11:56:32 +0000</pubDate>
		<dc:creator>Denis Ouellet</dc:creator>
				<category><![CDATA[COMMODITIES]]></category>
		<category><![CDATA[China economy]]></category>
		<category><![CDATA[ECONOMY]]></category>
		<category><![CDATA[EQUITIES]]></category>
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		<category><![CDATA[Tony Boeckh]]></category>
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		<guid isPermaLink="false">http://www.news-to-use.com/2010/06/tony-boeckh-enough-blood-in-the-streets.html</guid>
		<description><![CDATA[So far, the key benchmarks of stability in U.S. Treasury bonds, the U.S. dollar, U.S. corporate bond spreads and low to zero price inflation are still flashing green. This means that the Federal Reserve can continue to pump liquidity into &#8230; <a href="http://www.news-to-use.com/2010/06/tony-boeckh-enough-blood-in-the-streets.html">Continue reading <span class="meta-nav">&#8594;</span></a>


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<li><a href='http://www.news-to-use.com/2010/04/tony-boeckh-still-bullish.html' rel='bookmark' title='Permanent Link: TONY BOECKH: STILL BULLISH'>TONY BOECKH: STILL BULLISH</a></li>
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</ol>]]></description>
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		<title>Tony Boeckh: The Great Reflation</title>
		<link>http://www.news-to-use.com/2010/05/tony-boeckh-the-great-reflation.html</link>
		<comments>http://www.news-to-use.com/2010/05/tony-boeckh-the-great-reflation.html#comments</comments>
		<pubDate>Tue, 04 May 2010 22:39:07 +0000</pubDate>
		<dc:creator>Denis Ouellet</dc:creator>
				<category><![CDATA[INFLATION/DEFLATION]]></category>
		<category><![CDATA[Tony Boeckh]]></category>

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		<description><![CDATA[Marc Faber: “The Great Reflation is by far the best economic and investment book that I have read in the last ten years. The Mother of all Financial Experiments This commentary discusses some of the key themes in&#160; Tony’s new &#8230; <a href="http://www.news-to-use.com/2010/05/tony-boeckh-the-great-reflation.html">Continue reading <span class="meta-nav">&#8594;</span></a>


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<li><a href='http://www.news-to-use.com/2010/04/tony-boeckh-still-bullish.html' rel='bookmark' title='Permanent Link: TONY BOECKH: STILL BULLISH'>TONY BOECKH: STILL BULLISH</a></li>
</ol>]]></description>
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		<title>Tony Boeckh: Still Bullish (Part 2)</title>
		<link>http://www.news-to-use.com/2010/04/tony-boeckh-still-bullish-part-2.html</link>
		<comments>http://www.news-to-use.com/2010/04/tony-boeckh-still-bullish-part-2.html#comments</comments>
		<pubDate>Wed, 28 Apr 2010 20:15:08 +0000</pubDate>
		<dc:creator>Denis Ouellet</dc:creator>
				<category><![CDATA[Tony Boeckh]]></category>

		<guid isPermaLink="false">http://www.news-to-use.com/2010/04/tony-boeckh-still-bullish-part-2.html</guid>
		<description><![CDATA[Slower than expected growth isn’t necessarily a big negative for investment returns. Sustainability, liquidity flows, interest rates and long?term profit expectations are crucial variables. It is important to keep in mind that the wealthiest 20% of Americans are responsible for &#8230; <a href="http://www.news-to-use.com/2010/04/tony-boeckh-still-bullish-part-2.html">Continue reading <span class="meta-nav">&#8594;</span></a>


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<li><a href='http://www.news-to-use.com/2010/02/tony-boeckh-global-disequilibria.html' rel='bookmark' title='Permanent Link: TONY BOECKH: GLOBAL DISEQUILIBRIA'>TONY BOECKH: GLOBAL DISEQUILIBRIA</a></li>
</ol>]]></description>
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		<title>TONY BOECKH: STILL BULLISH</title>
		<link>http://www.news-to-use.com/2010/04/tony-boeckh-still-bullish.html</link>
		<comments>http://www.news-to-use.com/2010/04/tony-boeckh-still-bullish.html#comments</comments>
		<pubDate>Sun, 18 Apr 2010 12:29:53 +0000</pubDate>
		<dc:creator>Denis Ouellet</dc:creator>
				<category><![CDATA[COMMODITIES]]></category>
		<category><![CDATA[Chinese Equities]]></category>
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		<category><![CDATA[EQUITIES]]></category>
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		<description><![CDATA[The liquidity environment continues to be positive for risk assets, market prices are likely to remain on an upward trend, mergers and acquisitions will increase and investment funds will continue to seek out good value. The reality is that investors &#8230; <a href="http://www.news-to-use.com/2010/04/tony-boeckh-still-bullish.html">Continue reading <span class="meta-nav">&#8594;</span></a>


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		<title>CHINA: ARE THE BEARS OUT TO LUNCH?</title>
		<link>http://www.news-to-use.com/2010/03/china-are-the-bears-out-to-lunch.html</link>
		<comments>http://www.news-to-use.com/2010/03/china-are-the-bears-out-to-lunch.html#comments</comments>
		<pubDate>Fri, 12 Mar 2010 17:08:45 +0000</pubDate>
		<dc:creator>Denis Ouellet</dc:creator>
				<category><![CDATA[CURRENCIES]]></category>
		<category><![CDATA[China Inflation/Deflation]]></category>
		<category><![CDATA[China economy]]></category>
		<category><![CDATA[Chinese Equities]]></category>
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		<category><![CDATA[Tony Boeckh]]></category>

		<guid isPermaLink="false">http://www.news-to-use.com/2010/03/china-are-the-bears-out-to-lunch.html</guid>
		<description><![CDATA[There is a rising chorus of sceptics who argue that the recovery is hollow and that the miraculous growth rates China has achieved over the last 15 years will soon be over. At its most basic level, the bear argument &#8230; <a href="http://www.news-to-use.com/2010/03/china-are-the-bears-out-to-lunch.html">Continue reading <span class="meta-nav">&#8594;</span></a>


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		<title>THE RETURN OF THE BOND VIGILANTES</title>
		<link>http://www.news-to-use.com/2010/03/the-return-of-the-bond-vigilantes.html</link>
		<comments>http://www.news-to-use.com/2010/03/the-return-of-the-bond-vigilantes.html#comments</comments>
		<pubDate>Wed, 03 Mar 2010 14:56:57 +0000</pubDate>
		<dc:creator>Denis Ouellet</dc:creator>
				<category><![CDATA[COMMODITIES]]></category>
		<category><![CDATA[CURRENCIES]]></category>
		<category><![CDATA[EQUITIES]]></category>
		<category><![CDATA[GOLD]]></category>
		<category><![CDATA[INTEREST RATES]]></category>
		<category><![CDATA[INVESTING]]></category>
		<category><![CDATA[Tony Boeckh]]></category>
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		<description><![CDATA[Tony Boeckh: The bull market is intact, but it does depend on continuing government intervention to compensate for weak consumption and deleveraging. However, gains in 2010 will be much harder to come by than last year. Government bond yields have &#8230; <a href="http://www.news-to-use.com/2010/03/the-return-of-the-bond-vigilantes.html">Continue reading <span class="meta-nav">&#8594;</span></a>


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		<title>TONY BOECKH: GLOBAL DISEQUILIBRIA</title>
		<link>http://www.news-to-use.com/2010/02/tony-boeckh-global-disequilibria.html</link>
		<comments>http://www.news-to-use.com/2010/02/tony-boeckh-global-disequilibria.html#comments</comments>
		<pubDate>Sun, 07 Feb 2010 12:38:16 +0000</pubDate>
		<dc:creator>Denis Ouellet</dc:creator>
				<category><![CDATA[COMMODITIES]]></category>
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		<description><![CDATA[Our basic view remains unchanged; we remain positive on equity markets, credit spreads and most commodities because liquidity flows are still very positive and key indicators are supportive. However, we still are very concerned about the artificial nature of the &#8230; <a href="http://www.news-to-use.com/2010/02/tony-boeckh-global-disequilibria.html">Continue reading <span class="meta-nav">&#8594;</span></a>


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		<title>SOMETHING HAS TO GIVE</title>
		<link>http://www.news-to-use.com/2009/12/something-has-to-give.html</link>
		<comments>http://www.news-to-use.com/2009/12/something-has-to-give.html#comments</comments>
		<pubDate>Sat, 05 Dec 2009 08:16:00 +0000</pubDate>
		<dc:creator>Denis Ouellet CFA</dc:creator>
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		<description><![CDATA[Three commentators discuss the same phenomenon: OVER THE PAST DECADE, stock and bond prices have generally moved in opposite directions, meaning that share prices and bond yields have moved together, both higher and lower.(…) This important relationship held true this &#8230; <a href="http://www.news-to-use.com/2009/12/something-has-to-give.html">Continue reading <span class="meta-nav">&#8594;</span></a>


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