Goldman Sachs strategist Bill Dudley to the Fed: Tighten already! “Market participants have already lost confidence in the monetary...
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Nice chat with the WSJ today regarding Iraq, the President, the Deficit and looming tax increases: Finding out what’s behind the...
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The new column is up at “Market Adapts to Ugly Realities” is up on Real Money. As always, the full piece is subscription...
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05/10 4:11P (DJ) DJ MARKET TALK: Aren’t Higher Rates Already Priced In? (Dow Jones) Maxim strategist Barry Ritholtz is amazed how...
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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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