Good News / Bad News
They finally got the Sonofabitch C&%*sucker Zarqawi. About time. That’s the good news; the bad news is, markets don’t...
How Long Do These Selloffs Last?
Its always dangerous to try and guess precisely when a selloff such as this one — a Selling Stampede in the words of Raymond...
Is Willful Ignorance an Investment Strategy?
Every now and again, someone who’s opinion’s I respect will write something just beyond the pale. I guess its a risk factor...
5 for 5 on K&C
Everyone on Kudlow & Company tonite was Bullish. Everyone.Sheesh! That’s no way to end a sell-off. Alex, I’ll take...
When Statistical Measures Fail to Capture Reality
The Sunday New York Times had an interesting story by Dan Gross about one of our favorite themes: What happens When Statistical measures...
NFP stinks — and Some People Still Don’t Get It
Today’s NFP number stunk the joint up: 75,000. That’s half of the monthly population growth, meaning the percentage of people working...
Worst Case Scenarios: Why the Fed Tends to Overtighten
Forget, for the moment, the specifics of the May 10 Fed Minutes. Instead, consider the decision making process the FOMC goes through....
Volatility History
Via Mike Panzner, comes this brief history of big one day VIX spikes: The Volatility Index, or VIX, closed at 18.66, for a gain of...
Apprenticed Investor: 10 Lessons Learned in the Selloff
The latest "Apprentice Investor" column is up at TheStreet.com: 10 Lessons Learned in the Selloff. The column...