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.”...
Cojones Grandes
I am astounded . . . Chutzpah redefined: From a column in Friday’s NYT by the great Floyd Norris: “Mr. Donaldson’s...
250,000 hits!
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....
Media Appearence: Kudlow & Cramer
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....
Sell in May
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...
Strong Payrolls: 288k
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...
Good Jobs Forecast Record from ‘Lonely Bear’
Kinda odd little story in Thursday’s Business section of the NYT about Richard Yamarone, the chief economist at Argus Research. In...