More on Fed Comes Under Fire Again
I wrote earlier that the sooner the Fed hikes, the better. Here’s the opposing view from an anonymous colleague: The FED is between...
More on Incumbent Presidential Vulnerability
As per our previous discussion regarding the market adapting to the concept of presidential incumbent vulnerability: “President...
Fed Comes Under Fire Again
Goldman Sachs strategist Bill Dudley to the Fed: Tighten already! “Market participants have already lost confidence in the monetary...
WSJ online picks up Iraq / Interest rate comments
Nice chat with the WSJ today regarding Iraq, the President, the Deficit and looming tax increases: Finding out what’s behind the...
Interest rates? Oil? That was so last month
The new column is up at “Market Adapts to Ugly Realities” is up on Real Money. As always, the full piece is subscription...
Aren’t Higher Rates Already Priced In?
05/10 4:11P (DJ) DJ MARKET TALK: Aren’t Higher Rates Already Priced In? (Dow Jones) Maxim strategist Barry Ritholtz is amazed how...
Market Adapting to Ugly Realities
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...
Chart of the Week: TNX (10 Year) Yield, weekly
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...
Welcome NJ.com readers
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...
Do the the Medals matter ?
This is from February 2004; Go read it. “‘The] New York Times has an OpEd titled “The Medals Don’t Matter.”...