One of the more interesting issues I observed last week (albeit from a distance, margarita in hand) was the pre-NFP excitement generated...
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One last item: "The Labor Department’s payrolls report is also at odds with its own survey of households, which is used to...
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As we expected, yesterday’s NFP was another stinkeroo. The 121k number was significantly below the 200k consensus, and far, far...
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I pulled a few key lines from an interview in Barrons last week with Ned Davis, a technician and quant wonk whose institutional service...
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This is scheduled to disappear from Yahoo soon — I wanted to capture it before it went away. Its a criticque of Supply Side...
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This quote is typical of sell side rationalization: “One of the things that makes this market confusing is that some valuation...
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We have discussed the impact of an inverted yield curve repeatedly in the past. Much of the mainstream has denigrated the historical...
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I have always wondered how the Presidential Cycle plays out in the 2nd term of a Presidency; Unfortunately, there are not enough post-war...
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In yesterday’s RM column, I referenced a chart from the Sunday NYT (below). >click for larger graphic Courtesy of the New York...
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I have a new column up at Real Money: Ignore Statistical Oddities at Your Peril It is essentially a follow up to last week’s...
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