It is the 24th of July 2019

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Goldman Read 4,000 Conference Call Transcripts... Here's What It Found

US corporate profits hit an all time high in the first quarter of 2019, but contrary to conventional wisdom, this did not inspire American companies with confidence; on the contrary, business sentiment has been steadily declining over the past year according to business activity surveys and the ISMs.

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An Unprecedented Market Divergence: Robots Are All In As Humans Flee

Last week, we observed that for stocks, it was once again a return to the most important question of 2019, namely "Why Do Stocks Keep Going Up", at a time when tumbling bond yields continue to scream a recession is imminent...

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