We Need BABs!
We Need BABs! June 21, 2011 David Kotok Peter Demirali ~~~ Yields on Treasury notes and bonds are at lows for the year, following weak...
What Will the Press Mistakenly Focus on Today?
Here’s a Wordle of the April 27th FOMC press Q&A (only): Click through for larger graphic “Inflation” ruled the day...
The Fed speaks
The FOMC acknowledged the recent weakness in the economy but they believe the factors causing it “are likely to be temporary”...
The Fed speaks
The FOMC acknowledged the recent weakness in the economy but they believe the factors causing it “are likely to be temporary”...
Are Economists Now Too Pessimistic?
Société Générale has a very interesting piece out this morning looking at the notion of economic surprises and a double-dip scenario:...
Greek PM survives – as expected; China Trouble?
Kiron Sarkar lives in London and Ireland where he works as a money manager. He occasionally attends the Scarsdales Equity idea lunches...
Mid-Week Reads
Today’s reading list: • Greek savers rush for gold (FT) • Ex-IMF Chief Economist: Debt Ceiling Default Would Be “A...
Best ever performance of Rosalita? – Bruce Springsteen...
Bruce Springsteen may have been on the covers of both “Time” and “Newsweek”, but he was positively unknown. This...
Jump Starting the U.S. Economy
I always find it interesting how ideas travel through society. Sometimes they are infectiously passed along like a virus; other times...
Greek vote a lack of a negative/FOMC
From a market perspective the confidence victory for the Greek PM is a relief but rather than being an incremental positive, it is just a...