We said last week we expect the market will behave much better once the Fed finally gets past the first rate hike. But at the risk of...
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Long-term chart of the 10-year shows rates have moved off the lows in July 2003. In our view, the market has been expecting increases for...
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Every now and again, a surprising source of traffic pops up. Todays visitors come from S. Brunswick Journal on NJ.com. We are on their...
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This is from February 2004; Go read it. “‘The] New York Times has an OpEd titled “The Medals Don’t Matter.”...
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I am astounded . . . Chutzpah redefined: From a column in Friday’s NYT by the great Floyd Norris: “Mr. Donaldson’s...
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Wow — 1/4 Million hits since we beta tested typepad in July 2003. Of course, there are a quite a few sites that run that up daily....
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A quick heads up: I just got tagged for Kudlow & Cramer tonite, 5pm, CNBC. We will be leading off the show at the top of the hour....
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A more comprehension version of “Sell in May (But Don’t Go Away)” is up on Real Money. Part I is here. Part II is...
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Strong Payrolls moves the timetable up for the 1st Fed hike to June — Fed fund futures are now pricing in a 100% chance of a a 25...
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Kinda odd little story in Thursday’s Business section of the NYT about Richard Yamarone, the chief economist at Argus Research. In...
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