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	<title>Tom's Blog On Markets &#38; Investments &#187; limited purpose banking</title>
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		<title>Hunting The Next Black Swan</title>
		<link>http://tom-davis.us/2009/09/16/hunting-the-next-black-swan/</link>
		<comments>http://tom-davis.us/2009/09/16/hunting-the-next-black-swan/#comments</comments>
		<pubDate>Thu, 17 Sep 2009 02:42:40 +0000</pubDate>
		<dc:creator>Tom</dc:creator>
				<category><![CDATA[Bonds]]></category>
		<category><![CDATA[Credit Markets]]></category>
		<category><![CDATA[CDS]]></category>
		<category><![CDATA[financial sector]]></category>
		<category><![CDATA[Good Markets]]></category>
		<category><![CDATA[limited purpose banking]]></category>
		<category><![CDATA[Quant]]></category>
		<category><![CDATA[Tipping Point]]></category>

		<guid isPermaLink="false">http://tom-davis.us/?p=220</guid>
		<description><![CDATA[Interesting story on NPR this afternoon that relates to the prospects for improved financial market regulatory reform.
What do sardine populations, Wall Street and Antarctica have in common? The answer is, they can all reach a critical moment — a tipping point — and change dramatically and unexpectedly.
Fish populations can crash. Markets can, too. And Antarctic [...]]]></description>
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		<title>Will The Rally In Financial Stocks Continue? Is It Important? Part One</title>
		<link>http://tom-davis.us/2009/05/15/is-this-rally-in-financial-stocks-for-real-part-one/</link>
		<comments>http://tom-davis.us/2009/05/15/is-this-rally-in-financial-stocks-for-real-part-one/#comments</comments>
		<pubDate>Fri, 15 May 2009 22:38:25 +0000</pubDate>
		<dc:creator>Tom</dc:creator>
				<category><![CDATA[Stocks]]></category>
		<category><![CDATA[financial sector]]></category>
		<category><![CDATA[financial stocks]]></category>
		<category><![CDATA[limited purpose banking]]></category>
		<category><![CDATA[narrow banking]]></category>
		<category><![CDATA[rally]]></category>
		<category><![CDATA[sector rotation]]></category>

		<guid isPermaLink="false">http://predictivemarkets.wordpress.com/?p=39</guid>
		<description><![CDATA[This may be the most important and perplexing question about investing (not just equities) for the next year and possibly longer.  The traditional point of view among professional money managers is that financials are early cycle stocks, and that you can&#8217;t have a sustainable bull market or a new bull market without the early and [...]]]></description>
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