Mark Hulbert asks an interesting question: What does a strong first quarter imply for the rest of the year? On the one hand, we know that...
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Short version: A group of Fed researchers presented a paper that rebuts the slack in the labor market argument. The Fed, therefore, is...
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Last week, we looked at the historical range of Federal Reserve Funds since 1946. It was a simple mean reversion, and did not...
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Amusing follow up to WSJ CEO Option Grants Too Fortuitously Timed; See also Mark Cuban’s The Big Lie: CEOs and...
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I almost missed this earlier this week, and its on point to our prior discussion: The WSJ asked its readers: "Does the...
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As I have stated repeatedly, I do not buy this "One and Done" meme. This is the 3rd attempt at it — the first being last...
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The WSJ streak of taking very interesting columns and hiding them on Saturday continues. Yesterday, they asked: Are some CEOs reaping...
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I would be remiss if I failed to address yesterday’s CPI data, which can be described as tepid. And as you may have surmised, this...
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Birinyi Associates asks: "This Is What A Strong Economy Looks like?" This lends some support that the Fed is closer (than...
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Some highlights from the details of this NFP report: The average work week surprsingly fell -0.1 to 33.7 hours — that hardly...
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