Media Appearance: CNBC’s Fast Money (6/24/10)
> Tonite I will be on Fast Money on CNBC for the full hour, discussing with the crew: – RIMM, Apple and iPhone 4.0 – BP...
Is the Fed Physically — or Mentally — Exhausted?
Dan Gross looks at why Fed Chair Ben Bernanke doesn’t seem too concerned about job losses.He disposes of the usual explanations,...
Baltic Dry Index
We haven’t looked at this in quite some time: The BDI, which shows increasing signs of stress. > Chart courtesy of Ron Griess,...
Markets in Flux?
David R. Kotok Chairman and Chief Investment Officer Markets in flux? June 24, 2010 > ~~~ Markets are in flux and the situation...
Currency Trading: Don’t
For those of you thinking about trading currencies, I have one word: Don’t ! The vast majority of individual (non professional)...
Economic data
May Durable Goods fell 1.1%, a touch better than the expected drop of 1.4% but ex transports were a touch light as it rose .9% vs the...
Bloomberg: Housing Debate
Bloomberg discusses the schism in views on US residential real estate I am obviously biased, but I cannot believe there is much of a...
Like buttah, 10 yr slices below 3.11%
Outside of the late ’08, early ’09 panic into US Treasuries where the 10 yr yield got to 2.06%, the 10 yr bond yield is now...