CNN/Money & the Fed: All Killer No Filler
Justin Lahart of CNN/Money has been writing some of the most consistently interesting commentary on the bond market and the Federal...
Random News
WSJ: As U.S. Shows Signs of Strength, Global Economies Look Up, Too Just as evidence mounts that the U.S. economy is gathering momentum...
Productivity & Unemployment
After this week’s Fed non-event, comes a busy, back end loaded week of economic releases. Most important to our economic thesis will be...
The Value of Political Polls and trend analysis
Consider these two articles from Business Week: Bush in ’04, Even with This Economy, AUGUST 4, 2003 Suddenly, He’s...
Weekend Reading
WSJ: August Wins Dubious Honor Of Worst Month for Stocks, by ERIN SCHULTE (WSJ subscription required) “If history is any guide,...
2004 Deficit: $600 Billion+
Stan Collender is managing director of the Federal Budget Consulting Group at Fleishman-Hillard (And the author of The Guide to the...
The ACME Federal Reserve
There are some uncanny parallels between what Fed Chief Alan Greenspan did for equities in the ‘90s, and what he’s doing as of late...
Market Internals Weakening
Chart of the Week: Market Internals beneath the surface continue to soften, suggesting more near term corrective activity. Increasing...
Quantum Mechanics and the Markets
Physics, in my opinion, is as much a valid study for those planning a career in the markets as is economics or business administration....
Howard Dean and the magazine cover indicator
I’ve followed contrary indicators for many years; I even wrote a series of articles on them for TheStreet.com; (Contrary Indicators Tip...