Back on the Kudlow Report at 7:00 pm this evening with Doug kass. We will be discussing the Markets, Egypt, Kevin Marsh’s resignation, Inflation and NYSE merger.
• My Market view is here
• This Marsh resignation makes the Fed even more dovish. Good for speculators, bad for savers.
• We have early signs of upticks in inflation — but nothing like the hyperinflation some of the loons are arguing about (Where were these dolts in the 2000s when inflation was rampant?)
• I don’t know what impact Egypt has on markets, though the potential to spiral throughout the Middle East is intriguing
• My view of the NYSE merger is here ; After all they have done for investors, I am sad to “buh-bye and good riddance.”